Schwab U S Small Cap ETF shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.2M | 25k | 47.45 |
| 2023-03-31 | $105k | 2.5k | 41.94 |
| 2022-12-31 | $123k | 3.0k | 40.52 |
| 2022-09-30 | $789k | 21k | 37.80 |
| 2022-06-30 | $827k | 21k | 38.97 |
| 2022-03-31 | $1.8M | 38k | 47.36 |
| 2021-12-31 | $2.0M | 20k | 102.43 |
| 2021-09-30 | $2.0M | 20k | 100.11 |
| 2021-06-30 | $3.1M | 30k | 104.19 |
| 2021-03-31 | $2.8M | 29k | 99.67 |
| 2020-12-31 | $1.7M | 19k | 88.98 |
| 2020-09-30 | $686k | 13k | 51.52 |
| 2020-06-30 | $1.2M | 18k | 65.37 |
| 2020-03-31 | $686k | 13k | 51.52 |
| 2019-12-31 | $1.0M | 13k | 75.62 |
| 2019-09-30 | $919k | 13k | 69.71 |
| 2019-06-30 | $941k | 13k | 71.47 |
| 2018-12-31 | $830k | 14k | 60.65 |
| 2018-09-30 | $256k | 3.4k | 76.30 |
More positions owned by Belpointe Asset Management
View all positions for Belpointe Asset Management