Schwab U S Small Cap ETF shares owned by Zhang Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial 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 Zhang Financial 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 Zhang Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $332k | 6.7k | 49.24 |
2023-12-31 | $795k | 17k | 47.24 |
2023-09-30 | $642k | 16k | 41.30 |
2023-06-30 | $732k | 17k | 44.16 |
2023-03-31 | $720k | 17k | 41.93 |
2022-12-31 | $1.0M | 25k | 40.51 |
2022-09-30 | $861k | 23k | 37.79 |
2022-06-30 | $886k | 23k | 38.96 |
2022-03-31 | $957k | 20k | 47.36 |