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Schwab U S Small Cap ETF shares owned by Forte Capital

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

Historical chart of Forte Capital 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 Forte Capital 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 Forte Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $452k 9.6k 47.24
2023-09-30 $397k 9.6k 41.42
2023-06-30 $411k 9.4k 43.80
2023-03-31 $380k 9.1k 41.93
2022-12-31 $369k 9.1k 40.51
2022-09-30 $342k 9.1k 37.78
2022-06-30 $534k 5.2k 102.42
2022-03-31 $534k 5.2k 102.42
2021-12-31 $534k 5.2k 102.42
2021-09-30 $550k 5.5k 100.11
2021-06-30 $552k 5.3k 104.11
2021-03-31 $488k 4.9k 99.65
2020-12-31 $429k 4.8k 89.00
2020-09-30 $226k 3.3k 68.34
2020-06-30 $246k 3.8k 65.44
2017-12-31 $216k 3.1k 69.52
2017-09-30 $208k 3.1k 67.44