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Schwab U S Small Cap ETF shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth 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 Blue Bell Private Wealth 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 96k 49.24
2023-12-31 $5.0M 105k 47.24
2023-09-30 $4.4M 107k 41.42
2023-06-30 $4.8M 109k 43.80
2023-03-31 $5.0M 120k 41.93
2022-12-31 $4.9M 122k 40.51
2022-09-30 $4.8M 128k 37.80
2022-06-30 $5.2M 133k 38.99
2022-03-31 $6.4M 134k 47.36
2021-12-31 $7.2M 70k 102.40
2021-09-30 $5.9M 59k 100.18
2021-06-30 $6.1M 58k 104.18
2021-03-31 $6.1M 61k 99.67
2020-12-31 $5.0M 56k 89.03
2020-09-30 $3.9M 57k 68.32
2020-06-30 $3.8M 59k 65.41
2020-03-31 $3.3M 63k 51.52
2019-12-31 $5.0M 66k 75.64
2019-09-30 $4.1M 58k 69.74
2019-06-30 $3.9M 54k 71.47
2019-03-31 $3.3M 47k 69.94
2018-12-31 $2.8M 45k 60.68
2018-09-30 $3.5M 46k 76.17
2018-06-30 $2.7M 36k 73.56
2018-03-31 $2.6M 37k 69.12
2017-12-31 $1.8M 26k 69.74
2017-09-30 $1.4M 20k 67.36
2017-06-30 $1.6M 25k 63.91
2017-03-31 $1.3M 20k 62.98
2016-12-31 $805k 13k 61.49
2016-09-30 $907k 16k 57.59
2016-06-30 $567k 11k 54.08
2016-03-31 $498k 9.6k 52.00
2015-12-31 $2.1M 41k 52.09
2015-09-30 $2.7M 53k 50.79
2015-06-30 $2.9M 51k 57.48
2015-03-31 $2.9M 50k 57.56
2014-12-31 $2.4M 44k 55.11
2014-09-30 $1.5M 29k 51.41
2014-06-30 $1.7M 30k 54.80
2014-03-31 $2.2M 41k 53.61
2013-12-31 $1.4M 26k 52.51
2013-09-30 $498k 10k 48.24
2013-06-30 $336k 7.6k 44.00

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF