Schwab U S Small Cap ETF shares owned by Great Diamond Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Great Diamond Partners
from 13F filings
Historical chart of Great Diamond Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Great Diamond Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $508k | 11k | 47.24 |
| 2023-09-30 | $441k | 11k | 41.42 |
| 2023-06-30 | $465k | 11k | 43.80 |
| 2023-03-31 | $432k | 10k | 41.93 |
| 2022-12-31 | $606k | 15k | 40.51 |
| 2022-09-30 | $517k | 14k | 37.76 |
| 2022-06-30 | $528k | 14k | 38.93 |
| 2022-03-31 | $608k | 13k | 47.31 |
| 2021-12-31 | $726k | 7.1k | 102.28 |
| 2021-09-30 | $618k | 6.2k | 99.97 |
| 2021-06-30 | $624k | 6.0k | 104.12 |
| 2021-03-31 | $546k | 5.5k | 99.64 |
| 2020-12-31 | $453k | 5.1k | 88.96 |
| 2020-09-30 | $334k | 4.9k | 68.19 |
| 2020-06-30 | $330k | 5.1k | 65.15 |
| 2020-03-31 | $231k | 4.5k | 51.41 |
| 2019-12-31 | $240k | 3.2k | 75.54 |