Schwab U S Small Cap ETF shares owned by Altfest L J & Co
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $506k | 10k | 49.20 |
| 2023-12-31 | $492k | 10k | 47.26 |
| 2023-09-30 | $406k | 9.8k | 41.43 |
| 2023-06-30 | $417k | 9.5k | 43.82 |
| 2023-03-31 | $396k | 9.4k | 41.92 |
| 2022-12-31 | $379k | 9.4k | 40.53 |
| 2022-09-30 | $338k | 8.9k | 37.79 |
| 2022-06-30 | $328k | 8.4k | 38.99 |
| 2022-03-31 | $402k | 8.5k | 47.33 |
| 2021-12-31 | $440k | 4.3k | 102.49 |
| 2021-09-30 | $409k | 4.1k | 99.98 |
| 2021-06-30 | $424k | 4.1k | 104.13 |
| 2021-03-31 | $439k | 4.4k | 99.64 |
| 2020-12-31 | $396k | 4.5k | 88.99 |
| 2020-09-30 | $288k | 4.2k | 68.39 |
| 2020-06-30 | $273k | 4.2k | 65.26 |
| 2020-03-31 | $226k | 4.4k | 51.48 |
| 2019-12-31 | $330k | 4.4k | 75.65 |
| 2019-09-30 | $281k | 4.0k | 69.62 |
| 2019-06-30 | $287k | 4.0k | 71.36 |
| 2019-03-31 | $279k | 4.0k | 69.94 |
| 2018-09-30 | $213k | 2.8k | 76.04 |
| 2018-06-30 | $206k | 2.8k | 73.60 |