Schwab U S Small Cap ETF shares owned by Bristlecone Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bristlecone Advisors
from 13F filings
Historical chart of Bristlecone Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Bristlecone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $893k | 18k | 49.24 |
| 2023-12-31 | $868k | 18k | 47.24 |
| 2023-09-30 | $763k | 18k | 41.42 |
| 2023-06-30 | $784k | 18k | 43.80 |
| 2023-03-31 | $666k | 16k | 41.93 |
| 2022-12-31 | $582k | 14k | 40.51 |
| 2022-09-30 | $543k | 14k | 37.77 |
| 2022-06-30 | $596k | 15k | 39.01 |
| 2022-03-31 | $724k | 15k | 47.39 |
| 2021-12-31 | $822k | 8.0k | 102.43 |
| 2021-09-30 | $801k | 8.0k | 100.13 |
| 2021-06-30 | $833k | 8.0k | 104.13 |
| 2021-03-31 | $732k | 7.3k | 99.67 |
| 2020-12-31 | $685k | 7.7k | 88.98 |
| 2020-09-30 | $534k | 7.8k | 68.30 |
| 2020-06-30 | $504k | 7.7k | 65.39 |
| 2020-03-31 | $832k | 16k | 51.52 |
| 2019-12-31 | $1.3M | 17k | 75.66 |
| 2019-09-30 | $1.2M | 17k | 69.74 |
| 2019-06-30 | $1.2M | 17k | 71.50 |
| 2019-03-31 | $1.0M | 15k | 69.93 |
| 2018-12-31 | $438k | 7.2k | 60.68 |
| 2018-09-30 | $550k | 7.2k | 76.20 |
| 2018-06-30 | $531k | 7.2k | 73.57 |
| 2018-03-31 | $499k | 7.2k | 69.13 |
| 2017-09-30 | $999 | 17 | 58.82 |