Schwab U S Small Cap ETF shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 325k | 49.24 |
| 2023-12-31 | $14M | 303k | 47.24 |
| 2023-09-30 | $12M | 292k | 41.42 |
| 2023-06-30 | $13M | 295k | 43.80 |
| 2023-03-31 | $13M | 305k | 41.93 |
| 2022-12-31 | $12M | 302k | 40.51 |
| 2022-09-30 | $12M | 310k | 37.80 |
| 2022-06-30 | $12M | 312k | 38.99 |
| 2022-03-31 | $14M | 291k | 47.36 |
| 2021-12-31 | $15M | 146k | 102.40 |
| 2021-09-30 | $15M | 145k | 100.10 |
| 2021-06-30 | $15M | 145k | 104.18 |
| 2021-03-31 | $15M | 146k | 99.67 |
| 2020-12-31 | $13M | 149k | 89.00 |
| 2020-09-30 | $10M | 149k | 68.32 |
| 2020-06-30 | $9.6M | 147k | 65.34 |
| 2020-03-31 | $7.2M | 139k | 51.52 |
| 2019-12-31 | $11M | 143k | 75.64 |
| 2019-09-30 | $9.9M | 141k | 69.73 |
| 2019-06-30 | $10M | 144k | 71.48 |
| 2019-03-31 | $10M | 143k | 69.93 |
| 2018-12-31 | $8.2M | 136k | 60.68 |
| 2018-09-30 | $11M | 138k | 76.17 |
| 2018-06-30 | $10M | 139k | 73.57 |
| 2018-03-31 | $9.9M | 144k | 69.13 |
| 2017-12-31 | $9.7M | 139k | 69.74 |
| 2017-09-30 | $9.4M | 139k | 67.37 |
| 2017-06-30 | $9.2M | 144k | 63.91 |
| 2017-03-31 | $8.2M | 130k | 62.98 |
| 2016-12-31 | $7.9M | 129k | 61.48 |
| 2016-09-30 | $7.3M | 127k | 57.55 |
| 2016-06-30 | $7.0M | 129k | 54.03 |
| 2016-03-31 | $133k | 127k | 1.05 |
| 2015-12-31 | $6.2M | 120k | 52.08 |
| 2015-09-30 | $6.5M | 127k | 50.79 |
| 2015-06-30 | $7.1M | 124k | 57.48 |
| 2015-03-31 | $6.8M | 118k | 57.58 |
| 2014-12-31 | $569k | 10k | 55.12 |