Schwab U S Small Cap ETF shares owned by Baldrige Asset Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Baldrige Asset Management
from 13F filings
Historical chart of Baldrige Asset Management investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Baldrige 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 Baldrige Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $1.5M | 36k | 41.92 |
| 2022-12-31 | $1.4M | 35k | 40.52 |
| 2022-09-30 | $1.3M | 35k | 37.81 |
| 2022-06-30 | $1.4M | 35k | 38.99 |
| 2022-03-31 | $1.7M | 35k | 47.35 |
| 2021-12-31 | $1.8M | 18k | 102.39 |
| 2021-09-30 | $1.8M | 18k | 100.09 |
| 2021-06-30 | $1.8M | 18k | 104.17 |
| 2021-03-31 | $1.8M | 18k | 99.66 |
| 2020-12-31 | $1.6M | 18k | 88.99 |
| 2020-09-30 | $1.3M | 19k | 68.30 |
| 2020-06-30 | $1.2M | 19k | 65.36 |
| 2020-03-31 | $1.1M | 21k | 51.51 |
| 2019-12-31 | $1.8M | 24k | 75.64 |
| 2019-09-30 | $1.7M | 25k | 69.73 |
| 2019-06-30 | $1.9M | 27k | 71.49 |
| 2019-03-31 | $2.0M | 28k | 69.92 |