Schwab U S Small Cap ETF shares owned by Sunburst Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sunburst Financial Group
from 13F filings
Historical chart of Sunburst Financial Group 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 Sunburst Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Sunburst Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.3M | 68k | 48.80 |
2023-12-31 | $3.3M | 70k | 47.24 |
2023-09-30 | $2.8M | 67k | 41.42 |
2023-06-30 | $2.9M | 65k | 43.80 |
2023-03-31 | $2.8M | 67k | 41.93 |
2022-12-31 | $2.7M | 66k | 40.51 |
2022-09-30 | $1.3M | 36k | 37.80 |
2022-06-30 | $1.5M | 38k | 39.00 |
2022-03-31 | $1.6M | 34k | 47.36 |
2021-12-31 | $1.5M | 15k | 102.41 |
2021-09-30 | $688k | 6.9k | 100.03 |
2021-06-30 | $715k | 6.9k | 104.23 |
2021-03-31 | $695k | 7.0k | 99.70 |
2020-12-31 | $634k | 7.1k | 89.04 |
2020-09-30 | $460k | 6.7k | 68.26 |
2020-06-30 | $423k | 6.5k | 65.33 |
2020-03-31 | $396k | 7.7k | 51.46 |
2019-12-31 | $282k | 3.7k | 75.64 |