Schwab U S Small Cap ETF shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $134k | 2.9k | 45.61 |
| 2021-12-31 | $182k | 1.8k | 102.36 |
| 2021-09-30 | $157k | 1.6k | 100.32 |
| 2021-06-30 | $153k | 1.5k | 104.15 |
| 2021-03-31 | $155k | 1.6k | 99.42 |
| 2020-12-31 | $27k | 299 | 90.30 |
| 2020-09-30 | $20k | 299 | 66.89 |
| 2020-06-30 | $29k | 446 | 65.02 |
| 2020-03-31 | $0 | 3 | 0.00 |
| 2019-12-31 | $0 | 3 | 0.00 |
| 2019-09-30 | $0 | 3 | 0.00 |