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Schwab U S Small Cap ETF shares owned by Ken Roberts Investment Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Ken Roberts Investment Management from 13F filings

Historical chart of Ken Roberts Investment Management 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 Ken Roberts Investment Management 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 Ken Roberts Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $245k 5.2k 47.24
2023-09-30 $218k 5.3k 41.42
2023-06-30 $270k 6.2k 43.80
2023-03-31 $270k 6.4k 41.93
2022-12-31 $5.6M 5.8k 961.97
2021-12-31 $216k 2.1k 102.42
2021-06-30 $207k 2.0k 104.18