Schwab U S Small Cap ETF shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Sovereign Financial Group 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 Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $383k | 7.8k | 49.24 |
| 2023-12-31 | $346k | 7.3k | 47.24 |
| 2023-09-30 | $332k | 8.0k | 41.42 |
| 2023-06-30 | $380k | 8.7k | 43.80 |
| 2023-03-31 | $368k | 8.8k | 41.93 |
| 2022-12-31 | $403k | 9.9k | 40.51 |
| 2022-09-30 | $287k | 7.6k | 37.77 |
| 2022-06-30 | $303k | 7.8k | 38.99 |
| 2022-03-31 | $351k | 7.4k | 47.37 |
| 2021-12-31 | $385k | 3.8k | 102.39 |
| 2021-09-30 | $378k | 3.8k | 100.08 |
| 2021-06-30 | $372k | 3.7k | 99.71 |
| 2021-03-31 | $372k | 3.7k | 99.71 |
| 2020-12-31 | $293k | 3.3k | 89.11 |