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Schwab U S Small Cap ETF shares owned by Financial Counselors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Financial Counselors from 13F filings

Historical chart of Financial Counselors 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 Financial Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Financial Counselors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.9M 161k 49.24
2023-12-31 $7.7M 163k 47.24
2023-09-30 $6.8M 163k 41.42
2023-06-30 $7.2M 163k 43.80
2023-03-31 $6.8M 163k 41.93
2022-12-31 $6.6M 163k 40.51
2022-09-30 $4.5M 118k 37.80
2022-06-30 $4.6M 118k 38.99
2022-03-31 $5.6M 118k 47.36
2021-12-31 $6.0M 59k 102.40
2021-09-30 $6.1M 61k 100.11
2021-06-30 $6.2M 60k 104.18
2021-03-31 $6.0M 60k 99.67
2020-12-31 $5.3M 60k 89.00
2019-12-31 $464k 6.1k 75.58
2019-09-30 $428k 6.1k 69.72
2019-06-30 $450k 6.3k 71.55
2019-03-31 $440k 6.3k 69.96
2018-12-31 $596k 9.8k 60.69
2018-09-30 $720k 9.4k 76.22
2018-06-30 $695k 9.4k 73.58
2018-03-31 $833k 12k 69.09
2017-12-31 $894k 13k 69.76
2017-09-30 $956k 14k 67.34
2017-06-30 $917k 14k 63.90
2017-03-31 $951k 15k 62.98
2016-12-31 $982k 16k 61.47