Schwab U S Small Cap ETF shares owned by Private Ocean
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12k | 250 | 49.19 |
| 2023-12-31 | $11k | 235 | 47.27 |
| 2023-09-30 | $7.7k | 187 | 41.38 |
| 2023-06-30 | $17k | 376 | 43.80 |
| 2023-03-31 | $5.9k | 140 | 41.93 |
| 2022-12-31 | $10k | 252 | 40.51 |
| 2022-09-30 | $9.0k | 252 | 35.71 |
| 2022-06-30 | $9.0k | 252 | 35.71 |
| 2022-03-31 | $12k | 252 | 47.62 |
| 2021-12-31 | $61k | 600 | 101.67 |
| 2021-09-30 | $82k | 820 | 100.00 |
| 2021-06-30 | $60k | 572 | 104.90 |
| 2021-03-31 | $60k | 600 | 100.00 |
| 2020-12-31 | $53k | 600 | 88.33 |
| 2020-09-30 | $24k | 353 | 67.99 |
| 2020-06-30 | $23k | 353 | 65.16 |
| 2020-03-31 | $27k | 531 | 50.85 |
| 2019-12-31 | $76k | 993 | 76.54 |
| 2019-09-30 | $69k | 989 | 69.77 |
| 2019-06-30 | $75k | 1.1k | 70.96 |
| 2019-03-31 | $74k | 1.1k | 70.01 |
| 2018-12-31 | $52k | 855 | 60.82 |
| 2018-09-30 | $65k | 850 | 76.47 |
| 2018-06-30 | $62k | 845 | 73.37 |
| 2018-03-31 | $127k | 1.8k | 69.10 |
| 2017-12-31 | $165k | 2.4k | 69.65 |
| 2017-09-30 | $36k | 532 | 67.67 |
| 2017-06-30 | $34k | 531 | 64.03 |
| 2017-03-31 | $33k | 529 | 62.38 |
| 2016-12-31 | $312k | 5.1k | 61.47 |
| 2016-09-30 | $292k | 5.1k | 57.56 |
| 2016-06-30 | $274k | 5.1k | 54.03 |
| 2016-03-31 | $264k | 5.1k | 52.07 |
| 2015-12-31 | $264k | 5.1k | 52.10 |
| 2015-09-30 | $257k | 215 | 1195.35 |
| 2015-06-30 | $12k | 215 | 55.81 |
| 2015-03-31 | $13k | 224 | 58.04 |
| 2014-12-31 | $0 | 216 | 0.00 |
| 2014-09-30 | $0 | 215 | 0.00 |
| 2014-06-30 | $6.6k | 250 | 26.32 |
| 2014-03-31 | $50k | 932 | 53.65 |
| 2013-12-31 | $22k | 417 | 52.76 |