Schwab U S Small Cap ETF shares owned by Almanack Investment Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Almanack Investment Partners
from 13F filings
Historical chart of Almanack Investment Partners investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Almanack Investment Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $638k | 12k | 51.50 |
2024-06-30 | $575k | 12k | 47.45 |
2024-03-31 | $1.1M | 22k | 49.24 |
2023-12-31 | $9.9M | 210k | 47.24 |
2021-12-31 | $702k | 6.9k | 102.38 |
2021-09-30 | $573k | 5.7k | 100.02 |
2021-03-31 | $233k | 2.3k | 99.57 |
2020-12-31 | $411k | 4.6k | 89.02 |
2020-09-30 | $354k | 4.5k | 78.47 |
2020-06-30 | $1.3M | 20k | 65.36 |
2020-03-31 | $5.0M | 96k | 51.52 |
2019-12-31 | $2.5M | 33k | 75.64 |
2019-09-30 | $447k | 6.4k | 69.68 |
2019-06-30 | $360k | 5.0k | 71.73 |
2019-03-31 | $371k | 5.3k | 69.84 |
2018-12-31 | $299k | 4.9k | 60.65 |
2018-09-30 | $9.6M | 135k | 71.12 |
2018-06-30 | $7.7M | 105k | 73.57 |
2018-03-31 | $8.0M | 116k | 69.03 |
2017-12-31 | $7.3M | 103k | 70.31 |
2017-09-30 | $6.0M | 90k | 67.37 |
2017-06-30 | $1.6M | 25k | 63.92 |
2017-03-31 | $473k | 7.5k | 63.03 |
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