Schwab U S Small Cap ETF shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $751k | 15k | 49.24 |
| 2023-12-31 | $655k | 14k | 47.24 |
| 2023-09-30 | $575k | 14k | 41.42 |
| 2023-06-30 | $335k | 7.6k | 43.80 |
| 2023-03-31 | $226k | 5.4k | 41.93 |
| 2022-12-31 | $221k | 5.4k | 40.51 |
| 2022-09-30 | $206k | 5.4k | 37.81 |
| 2022-06-30 | $212k | 5.4k | 38.91 |
| 2022-03-31 | $247k | 5.2k | 47.42 |