Avenue 1 Advisors »

Schwab U S Small Cap ETF shares owned by Avenue 1 Advisors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Avenue 1 Advisors from 13F filings

Historical chart of Avenue 1 Advisors 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 Avenue 1 Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Avenue 1 Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 48k 51.50
2024-06-30 $6.7M 141k 47.45
2024-03-31 $7.1M 145k 49.24
2023-12-31 $6.5M 137k 47.24
2023-09-30 $5.5M 134k 41.42
2023-06-30 $5.6M 128k 43.80
2023-03-31 $4.9M 117k 41.93
2022-12-31 $4.1M 102k 40.51
2022-09-30 $3.5M 93k 37.80
2022-06-30 $3.4M 88k 38.99
2022-03-31 $4.1M 87k 47.36
2021-12-31 $5.2M 51k 102.40
2021-09-30 $4.0M 40k 100.09
2021-06-30 $4.1M 39k 104.19
2021-03-31 $3.8M 38k 99.66
2020-12-31 $4.3M 48k 88.99