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Schwab U S Small Cap ETF shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors 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 Regal Investment Advisors 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $379k 9.2k 41.42
2023-06-30 $238k 5.4k 43.80
2015-09-30 $6.0k 123 48.78
2015-06-30 $7.0k 123 56.91
2015-03-31 $8.0k 143 55.94
2013-06-30 $174k 3.9k 44.06