Schwab U S Small Cap ETF shares owned by BlueSky Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by BlueSky Wealth Advisors
from 13F filings
Historical chart of BlueSky Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by BlueSky Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $19M | 401k | 47.24 |
| 2023-09-30 | $17M | 416k | 41.42 |
| 2023-06-30 | $17M | 388k | 43.80 |
| 2023-03-31 | $15M | 364k | 41.93 |
| 2022-12-31 | $14M | 353k | 40.51 |
| 2022-09-30 | $13M | 338k | 37.80 |
| 2022-06-30 | $14M | 361k | 38.99 |
| 2022-03-31 | $17M | 350k | 47.36 |
| 2021-12-31 | $115M | 1.1M | 102.40 |
| 2021-09-30 | $23M | 229k | 100.10 |
| 2021-06-30 | $23M | 223k | 103.19 |
| 2021-03-31 | $21M | 204k | 100.83 |
| 2020-12-31 | $19M | 217k | 89.00 |
| 2020-09-30 | $17M | 225k | 74.10 |
| 2020-06-30 | $15M | 226k | 65.34 |
| 2020-03-31 | $8.7M | 170k | 51.52 |
| 2019-12-31 | $13M | 176k | 75.61 |
| 2019-09-30 | $12M | 174k | 67.60 |
| 2019-06-30 | $12M | 167k | 71.48 |
| 2019-03-31 | $11M | 161k | 70.96 |
| 2018-12-31 | $9.8M | 149k | 65.77 |
| 2018-09-30 | $13M | 177k | 73.00 |
| 2018-06-30 | $13M | 173k | 73.57 |
| 2018-03-31 | $12M | 169k | 69.13 |
| 2017-12-31 | $10M | 145k | 69.74 |
| 2017-09-30 | $9.7M | 144k | 67.37 |
| 2017-06-30 | $8.4M | 131k | 63.91 |
| 2017-03-31 | $8.0M | 126k | 62.98 |
| 2016-12-31 | $7.7M | 125k | 61.48 |