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Schwab U S Small Cap ETF shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset 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 Litman Gregory Asset 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $774k 16k 47.24
2023-09-30 $657k 16k 41.42
2023-06-30 $821k 19k 43.80
2022-12-31 $741k 18k 40.51
2022-09-30 $718k 19k 37.80
2022-06-30 $935k 24k 39.00
2022-03-31 $1.1M 23k 47.36
2021-12-31 $1.2M 12k 102.41
2021-09-30 $1.3M 13k 100.10
2021-06-30 $1.3M 1.3k 1000.00
2021-03-31 $1.2M 12k 99.68
2020-12-31 $1.1M 12k 89.03
2020-09-30 $841k 12k 68.32
2020-06-30 $804k 12k 65.31
2020-03-31 $547k 11k 51.56
2019-12-31 $105k 1.4k 75.38