Schwab U S Small Cap ETF shares owned by Whittier Trust
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier Trust investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.9M | 168k | 47.24 |
| 2023-09-30 | $1.0M | 25k | 41.41 |
| 2023-06-30 | $1.2M | 28k | 43.79 |
| 2023-03-31 | $1.5M | 35k | 41.93 |
| 2022-12-31 | $1.7M | 43k | 40.50 |
| 2022-09-30 | $681k | 18k | 37.76 |
| 2022-06-30 | $702k | 18k | 38.99 |
| 2022-03-31 | $912k | 19k | 47.37 |
| 2021-12-31 | $901k | 8.8k | 102.39 |
| 2021-09-30 | $881k | 8.8k | 100.11 |
| 2021-06-30 | $917k | 8.8k | 104.20 |
| 2021-03-31 | $919k | 9.2k | 99.62 |
| 2020-12-31 | $821k | 9.2k | 89.00 |
| 2020-09-30 | $630k | 9.2k | 68.29 |
| 2020-06-30 | $603k | 9.2k | 65.37 |
| 2020-03-31 | $475k | 9.2k | 51.49 |
| 2019-03-31 | $2.0k | 28 | 71.43 |
| 2018-12-31 | $30k | 490 | 61.22 |