Schwab U S Small Cap ETF shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $302k | 6.1k | 49.24 |
| 2023-03-31 | $86k | 2.0k | 41.93 |
| 2022-12-31 | $104k | 2.6k | 40.51 |
| 2022-09-30 | $82k | 2.2k | 37.98 |
| 2022-06-30 | $84k | 2.2k | 38.96 |
| 2022-03-31 | $59k | 1.2k | 47.66 |
| 2021-12-31 | $176k | 1.7k | 102.68 |
| 2021-09-30 | $65k | 654 | 99.39 |
| 2021-06-30 | $59k | 568 | 103.87 |
| 2021-03-31 | $78k | 783 | 99.62 |
| 2020-12-31 | $62k | 693 | 89.47 |
| 2020-09-30 | $47k | 693 | 67.82 |
| 2020-06-30 | $45k | 693 | 64.94 |
| 2020-03-31 | $36k | 693 | 51.95 |
| 2019-12-31 | $238k | 3.1k | 75.70 |
| 2019-09-30 | $219k | 3.1k | 69.66 |
| 2019-06-30 | $431k | 6.0k | 71.40 |
| 2019-03-31 | $307k | 4.4k | 69.84 |
| 2018-12-31 | $92k | 1.5k | 60.57 |
| 2018-09-30 | $61k | 805 | 75.78 |
| 2018-06-30 | $67k | 911 | 73.55 |
| 2018-03-31 | $60k | 874 | 68.65 |
| 2017-12-31 | $56k | 804 | 69.65 |
| 2017-09-30 | $72k | 1.1k | 67.48 |
| 2017-06-30 | $88k | 1.4k | 63.63 |
| 2017-03-31 | $67k | 1.1k | 62.85 |
| 2016-12-31 | $66k | 1.1k | 61.91 |
| 2016-09-30 | $61k | 1.1k | 57.28 |
| 2016-06-30 | $58k | 1.1k | 54.46 |
| 2016-03-31 | $55k | 1.1k | 51.64 |
| 2015-12-31 | $157k | 3.0k | 52.00 |
| 2015-09-30 | $153k | 3.0k | 50.68 |
| 2015-06-30 | $178k | 3.1k | 57.38 |
| 2015-03-31 | $179k | 3.1k | 57.70 |
| 2014-12-31 | $6.0k | 107 | 56.07 |
| 2014-09-30 | $5.0k | 106 | 47.17 |
| 2014-06-30 | $6.0k | 106 | 56.60 |
| 2014-03-31 | $6.0k | 105 | 57.14 |
| 2013-12-31 | $6.0k | 105 | 57.14 |
| 2013-09-30 | $5.0k | 105 | 47.62 |
| 2013-06-30 | $5.0k | 104 | 48.08 |
| 2013-03-31 | $4.0k | 104 | 38.46 |