Schwab U S Small Cap ETF shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group 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 Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $28M | 588k | 47.24 |
| 2023-09-30 | $23M | 559k | 41.42 |
| 2023-06-30 | $21M | 488k | 43.80 |
| 2023-03-31 | $19M | 450k | 41.93 |
| 2022-12-31 | $17M | 7.9k | 2093.25 |
| 2022-09-30 | $12M | 314k | 37.80 |
| 2022-06-30 | $14M | 353k | 38.99 |
| 2022-03-31 | $11M | 238k | 47.36 |
| 2021-12-31 | $12M | 112k | 102.40 |
| 2021-09-30 | $9.6M | 96k | 100.10 |
| 2021-06-30 | $9.5M | 91k | 104.18 |
| 2021-03-31 | $9.1M | 91k | 99.67 |
| 2020-12-31 | $6.2M | 69k | 89.00 |
| 2020-09-30 | $4.5M | 66k | 68.32 |
| 2020-06-30 | $4.1M | 63k | 65.34 |
| 2020-03-31 | $2.4M | 47k | 51.52 |
| 2019-12-31 | $2.7M | 35k | 75.64 |
| 2019-09-30 | $1.5M | 21k | 69.73 |
| 2019-06-30 | $938k | 4.4k | 212.27 |
| 2019-03-31 | $853k | 12k | 69.93 |
| 2018-12-31 | $578k | 9.5k | 60.68 |
| 2018-09-30 | $1.1M | 14k | 76.15 |
| 2018-06-30 | $1.2M | 16k | 75.31 |
| 2018-03-31 | $719k | 10k | 69.11 |
| 2017-12-31 | $492k | 7.1k | 69.68 |
| 2017-09-30 | $476k | 7.1k | 67.43 |
| 2017-06-30 | $332k | 5.2k | 63.85 |
| 2015-09-30 | $82k | 1.6k | 51.00 |
More positions owned by Moneta Group Investment Advisors
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