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Schwab U S Small Cap ETF shares owned by Baker Avenue Asset Management

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

Historical chart of Baker Avenue Asset 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 Baker Avenue Asset 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 Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $317k 6.2k 51.50
2024-03-31 $292k 5.9k 49.24
2023-12-31 $264k 5.6k 47.24
2023-09-30 $245k 5.9k 41.42
2023-06-30 $313k 7.1k 43.80
2023-03-31 $248k 5.9k 41.93
2022-12-31 $893k 22k 40.51
2022-09-30 $254k 6.7k 37.76
2022-06-30 $262k 6.7k 38.95
2022-03-31 $354k 7.5k 47.40
2021-12-31 $617k 6.0k 102.41