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Schwab U S Small Cap ETF shares owned by Athena Investment Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Athena Investment Management from 13F filings

Historical chart of Athena Investment Management 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 Athena Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Athena Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.3M 162k 51.50
2024-06-30 $7.6M 161k 47.45
2024-03-31 $7.9M 160k 49.24
2023-09-30 $6.6M 159k 41.42
2023-06-30 $6.9M 158k 43.80
2023-03-31 $6.6M 157k 41.93
2022-12-31 $6.3M 155k 40.51
2022-09-30 $5.8M 152k 37.80
2022-06-30 $5.8M 150k 38.99
2022-03-31 $6.3M 133k 47.37