Schwab U S Small Cap ETF shares owned by Family Management Corporation
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Family Management Corporation
from 13F filings
Historical chart of Family Management Corporation investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Family Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $253k | 6.1k | 41.42 |
| 2023-06-30 | $267k | 6.1k | 43.80 |
| 2023-03-31 | $256k | 6.1k | 41.93 |
| 2022-12-31 | $247k | 6.1k | 40.51 |
| 2022-09-30 | $230k | 6.1k | 37.74 |
| 2022-06-30 | $238k | 6.1k | 39.05 |
| 2022-03-31 | $268k | 5.7k | 47.39 |
| 2021-12-31 | $389k | 3.8k | 102.37 |
| 2021-09-30 | $392k | 3.9k | 99.97 |
| 2021-06-30 | $433k | 4.2k | 104.21 |
| 2021-03-31 | $424k | 4.3k | 99.74 |
| 2020-12-31 | $337k | 3.8k | 89.08 |
More positions owned by Family Management Corporation
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