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Schwab U S Small Cap ETF shares owned by Joseph P. Lucia & Associates

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Joseph P. Lucia & Associates from 13F filings

Historical chart of Joseph P. Lucia & Associates 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 Joseph P. Lucia & Associates 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 Joseph P. Lucia & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 51k 49.24
2023-12-31 $2.4M 51k 47.24
2023-09-30 $2.0M 50k 41.42
2023-06-30 $2.2M 49k 43.80
2023-03-31 $2.1M 51k 41.93
2022-12-31 $2.1M 51k 40.51
2022-09-30 $2.0M 52k 37.81
2022-06-30 $2.0M 53k 38.99
2022-03-31 $2.7M 58k 47.37
2021-12-31 $2.9M 29k 102.38
2021-09-30 $2.9M 29k 100.09
2021-06-30 $3.0M 29k 104.18
2021-03-31 $2.9M 29k 99.67
2020-12-31 $2.6M 29k 89.02
2020-09-30 $2.0M 30k 68.31
2020-06-30 $2.0M 31k 65.34
2020-03-31 $1.7M 33k 51.51
2019-12-31 $2.9M 39k 75.63
2019-09-30 $2.8M 40k 69.73
2019-06-30 $3.1M 43k 71.47
2019-03-31 $34M 2.4M 13.93