Schwab U S Small Cap ETF shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment 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 Bell Investment Advisors 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 Bell Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $6.5M | 133k | 49.24 |
2023-12-31 | $6.5M | 138k | 47.24 |
2023-09-30 | $5.9M | 142k | 41.42 |
2023-06-30 | $6.1M | 139k | 43.80 |
2023-03-31 | $5.1M | 122k | 41.93 |
2022-12-31 | $5.0M | 122k | 40.51 |
2022-09-30 | $4.3M | 113k | 37.80 |
2022-06-30 | $3.7M | 95k | 38.98 |
2021-12-31 | $5.3M | 52k | 102.40 |
2021-09-30 | $5.5M | 55k | 100.11 |