Schwab U S Small Cap ETF shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors 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 YHB Investment Advisors 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 YHB Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $764k | 16k | 49.24 |
2023-12-31 | $797k | 17k | 47.24 |
2023-09-30 | $813k | 20k | 41.42 |
2023-06-30 | $880k | 20k | 43.80 |
2023-03-31 | $839k | 20k | 41.93 |
2022-12-31 | $3.3M | 81k | 40.51 |
2022-09-30 | $3.1M | 82k | 37.80 |
2022-06-30 | $3.6M | 92k | 38.99 |
2022-03-31 | $5.1M | 109k | 47.36 |
2021-12-31 | $5.4M | 53k | 102.40 |
2021-09-30 | $5.0M | 50k | 100.11 |
2021-06-30 | $4.9M | 47k | 104.19 |
2021-03-31 | $4.5M | 44k | 102.18 |
2020-12-31 | $3.5M | 39k | 89.00 |
2020-09-30 | $2.5M | 37k | 68.33 |