Schwab U S Small Cap ETF shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $204k | 4.1k | 49.24 |
| 2023-09-30 | $210k | 5.1k | 41.42 |
| 2023-06-30 | $215k | 4.9k | 43.80 |
| 2023-03-31 | $273k | 6.5k | 41.93 |
| 2022-12-31 | $8.7M | 216k | 40.51 |
| 2022-09-30 | $7.9M | 210k | 37.80 |
| 2022-06-30 | $7.9M | 203k | 38.99 |
| 2022-03-31 | $9.5M | 201k | 47.36 |
| 2021-12-31 | $523k | 5.1k | 102.43 |