Schwab U S Small Cap ETF shares owned by Anchor Investment Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Anchor Investment Management
from 13F filings
Historical chart of Anchor Investment Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Anchor Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 82k | 51.50 |
| 2024-06-30 | $3.9M | 83k | 47.45 |
| 2024-03-31 | $3.2M | 65k | 49.24 |
| 2023-12-31 | $3.0M | 64k | 47.24 |
| 2023-09-30 | $2.6M | 63k | 41.42 |
| 2023-06-30 | $2.7M | 62k | 43.80 |
| 2023-03-31 | $2.5M | 60k | 41.93 |
| 2022-12-31 | $2.4M | 59k | 40.51 |
| 2022-09-30 | $2.2M | 59k | 37.80 |
| 2022-06-30 | $2.0M | 51k | 38.99 |
| 2022-03-31 | $2.6M | 54k | 47.36 |
| 2021-12-31 | $2.7M | 26k | 102.40 |
| 2021-09-30 | $2.5M | 25k | 100.10 |
| 2021-06-30 | $2.6M | 25k | 104.18 |
| 2021-03-31 | $2.5M | 25k | 99.67 |
| 2020-12-31 | $2.2M | 24k | 89.00 |
| 2020-09-30 | $1.6M | 24k | 68.32 |
| 2020-06-30 | $1.6M | 24k | 65.34 |
| 2020-03-31 | $1.2M | 24k | 51.52 |
| 2019-12-31 | $1.9M | 26k | 75.64 |
| 2019-09-30 | $1.7M | 25k | 69.73 |
| 2019-06-30 | $1.7M | 24k | 71.48 |
| 2019-03-31 | $1.6M | 23k | 69.93 |
| 2018-12-31 | $1.0M | 17k | 60.68 |
| 2018-09-30 | $1.4M | 18k | 76.17 |
| 2018-06-30 | $1.1M | 15k | 73.57 |
| 2018-03-31 | $870k | 13k | 69.13 |
| 2017-12-31 | $777k | 11k | 69.74 |
| 2017-09-30 | $325k | 4.8k | 67.37 |
| 2017-06-30 | $220k | 3.4k | 63.91 |
| 2017-03-31 | $186k | 3.0k | 62.98 |
| 2016-12-31 | $172k | 2.8k | 61.48 |
| 2016-09-30 | $161k | 2.8k | 57.55 |
| 2016-06-30 | $146k | 2.7k | 54.03 |
| 2016-03-31 | $141k | 2.7k | 52.04 |
More positions owned by Anchor Investment Management
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