Schwab U S Small Cap ETF shares owned by Advisor OS
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $0 | 22k | 0.00 |
2023-09-30 | $893k | 22k | 41.43 |
2023-06-30 | $929k | 21k | 43.80 |
2023-03-31 | $552k | 13k | 41.92 |
2022-12-31 | $533k | 13k | 40.51 |
2022-09-30 | $502k | 13k | 37.82 |
2022-06-30 | $517k | 13k | 38.97 |
2022-03-31 | $627k | 13k | 47.34 |
2021-12-31 | $0 | 6.6k | 0.00 |
2021-09-30 | $0 | 6.6k | 0.00 |
2021-06-30 | $684k | 6.6k | 104.11 |
2021-03-31 | $0 | 6.6k | 0.00 |
2020-12-31 | $1.5M | 20k | 74.30 |