Schwab U S Small Cap ETF shares owned by Financeware
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Financeware
from 13F filings
Historical chart of Financeware investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Financeware
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $367k | 7.4k | 49.24 |
| 2023-12-31 | $872k | 19k | 47.24 |
| 2023-09-30 | $948k | 23k | 41.42 |
| 2023-06-30 | $569k | 13k | 43.80 |
| 2023-03-31 | $415k | 9.9k | 41.93 |
| 2022-12-31 | $370k | 9.1k | 40.51 |
| 2022-09-30 | $395k | 10k | 37.84 |
| 2022-06-30 | $421k | 11k | 38.99 |
| 2022-03-31 | $511k | 11k | 47.33 |
| 2021-12-31 | $629k | 6.1k | 102.33 |
| 2021-09-30 | $709k | 7.1k | 100.08 |
| 2021-06-30 | $716k | 6.9k | 104.25 |
| 2021-03-31 | $722k | 7.2k | 99.64 |
| 2020-12-31 | $653k | 7.3k | 88.95 |
| 2020-09-30 | $616k | 9.0k | 68.34 |
| 2020-06-30 | $530k | 8.1k | 65.31 |
| 2020-03-31 | $353k | 6.8k | 51.56 |
| 2019-12-31 | $445k | 5.9k | 75.72 |
| 2019-09-30 | $411k | 5.9k | 69.67 |
| 2019-06-30 | $247k | 3.5k | 71.53 |
| 2019-03-31 | $240k | 3.4k | 69.97 |
| 2018-12-31 | $150k | 2.5k | 60.66 |
| 2018-09-30 | $188k | 2.5k | 76.08 |
| 2018-06-30 | $182k | 2.5k | 73.65 |
| 2018-03-31 | $171k | 2.5k | 69.20 |
| 2017-12-31 | $195k | 2.8k | 69.77 |
| 2017-09-30 | $188k | 2.8k | 67.26 |
| 2017-06-30 | $179k | 2.8k | 64.04 |
| 2017-03-31 | $176k | 2.8k | 62.97 |
| 2016-12-31 | $172k | 2.8k | 61.54 |
| 2016-09-30 | $161k | 2.8k | 57.62 |
| 2016-06-30 | $151k | 2.8k | 54.04 |
| 2016-03-31 | $145k | 2.8k | 51.90 |
| 2015-12-31 | $133k | 2.6k | 51.95 |
| 2015-09-30 | $12k | 230 | 52.17 |
| 2015-06-30 | $13k | 230 | 56.52 |
| 2015-03-31 | $13k | 230 | 56.52 |
| 2014-12-31 | $13k | 230 | 56.52 |
| 2014-09-30 | $12k | 230 | 52.17 |
| 2014-06-30 | $13k | 229 | 56.77 |
| 2014-03-31 | $12k | 229 | 52.40 |