Schwab U S Small Cap ETF shares owned by Acorn Financial Advisory Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Acorn Financial Advisory Services
from 13F filings
Historical chart of Acorn Financial Advisory Services investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Acorn Financial Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 32k | 45.66 |
| 2023-09-30 | $1.4M | 35k | 40.91 |
| 2023-06-30 | $1.5M | 34k | 43.80 |
| 2023-03-31 | $1.3M | 32k | 41.93 |
| 2022-12-31 | $1.3M | 31k | 40.51 |
| 2022-09-30 | $991k | 26k | 37.73 |
| 2022-06-30 | $819k | 21k | 38.97 |
| 2022-03-31 | $975k | 21k | 47.45 |
| 2021-12-31 | $1.0M | 9.9k | 101.91 |
| 2021-09-30 | $956k | 9.6k | 99.75 |
| 2021-06-30 | $1.0M | 9.8k | 104.05 |
| 2020-12-31 | $807k | 9.1k | 88.97 |
| 2020-09-30 | $586k | 8.5k | 68.92 |
| 2020-06-30 | $665k | 10k | 65.26 |
| 2020-03-31 | $523k | 10k | 51.27 |
| 2019-12-31 | $689k | 9.2k | 75.26 |
More positions owned by Acorn Financial Advisory Services
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