Schwab U S Small Cap ETF shares owned by Arbor Trust Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Arbor Trust Wealth Advisors
from 13F filings
Historical chart of Arbor Trust Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Arbor Trust Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 117k | 47.61 |
| 2024-06-30 | $5.6M | 117k | 47.61 |
| 2024-03-31 | $5.3M | 113k | 47.28 |
| 2023-12-31 | $5.0M | 107k | 47.24 |
| 2023-09-30 | $4.3M | 104k | 41.42 |
| 2023-06-30 | $4.4M | 101k | 43.80 |
| 2023-03-31 | $4.2M | 100k | 41.93 |
| 2022-12-31 | $4.1M | 101k | 40.51 |
| 2022-09-30 | $3.7M | 98k | 37.81 |
| 2022-06-30 | $3.9M | 99k | 38.99 |
| 2022-03-31 | $4.6M | 97k | 47.36 |
| 2021-12-31 | $4.8M | 47k | 102.40 |
| 2021-09-30 | $4.6M | 46k | 100.11 |
| 2021-06-30 | $4.7M | 45k | 104.19 |
| 2021-03-31 | $4.4M | 44k | 99.08 |
| 2020-12-31 | $3.5M | 39k | 89.00 |
| 2020-09-30 | $2.6M | 39k | 68.33 |
| 2020-06-30 | $2.5M | 38k | 65.35 |
| 2020-03-31 | $1.9M | 38k | 51.51 |
| 2019-12-31 | $2.8M | 38k | 75.63 |
More positions owned by Arbor Trust Wealth Advisors
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