Schwab U S Small Cap ETF shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Badgley Phelps Wealth Managers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.3M | 27k | 47.24 |
2023-09-30 | $1.1M | 27k | 41.42 |
2023-06-30 | $1.2M | 27k | 43.80 |
2023-03-31 | $1.2M | 29k | 41.93 |
2022-12-31 | $1.1M | 26k | 40.51 |
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