Schwab U S Small Cap ETF shares owned by Bleakley Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bleakley Financial Group
from 13F filings
Historical chart of Bleakley Financial Group 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 Bleakley Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Bleakley Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.0M | 137k | 51.50 |
| 2024-06-30 | $7.2M | 153k | 47.45 |
| 2024-03-31 | $7.1M | 145k | 49.24 |
| 2023-12-31 | $6.7M | 141k | 47.24 |
| 2023-09-30 | $5.4M | 131k | 41.42 |
| 2023-06-30 | $5.0M | 114k | 43.80 |
| 2023-03-31 | $4.4M | 106k | 41.93 |
| 2022-12-31 | $3.9M | 96k | 40.51 |