Schwab U S Small Cap ETF shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $498k | 10k | 49.24 |
| 2023-12-31 | $478k | 10k | 47.24 |
| 2023-09-30 | $406k | 10k | 40.11 |
| 2023-06-30 | $460k | 11k | 43.80 |
| 2023-03-31 | $440k | 11k | 41.93 |
| 2022-12-31 | $425k | 11k | 40.51 |
| 2022-09-30 | $379k | 10k | 37.83 |
| 2022-06-30 | $456k | 12k | 39.01 |
| 2022-03-31 | $383k | 8.1k | 47.41 |
| 2021-12-31 | $414k | 4.0k | 102.50 |
| 2021-09-30 | $402k | 15k | 26.66 |
| 2021-06-30 | $398k | 3.8k | 104.27 |
| 2021-03-31 | $419k | 4.2k | 99.76 |
| 2020-12-31 | $324k | 3.6k | 88.86 |
| 2020-09-30 | $225k | 3.3k | 68.47 |
| 2020-06-30 | $215k | 3.3k | 65.43 |
| 2019-12-31 | $249k | 3.3k | 75.78 |
| 2019-09-30 | $229k | 3.3k | 69.69 |
| 2019-06-30 | $235k | 3.3k | 71.52 |
| 2019-03-31 | $230k | 3.3k | 69.99 |
| 2018-09-30 | $250k | 3.3k | 76.08 |
| 2018-06-30 | $236k | 3.2k | 73.45 |