Schwab U S Small Cap ETF shares owned by Bogart Wealth
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 41k | 49.24 |
| 2023-12-31 | $2.0M | 42k | 47.24 |
| 2023-09-30 | $19M | 451k | 41.42 |
| 2023-06-30 | $19M | 433k | 43.80 |
| 2023-03-31 | $17M | 408k | 41.93 |
| 2022-12-31 | $16M | 386k | 40.51 |
| 2022-09-30 | $1.2M | 31k | 37.82 |
| 2022-06-30 | $1.1M | 28k | 38.98 |
| 2022-03-31 | $1.4M | 31k | 47.37 |
| 2021-12-31 | $2.3M | 22k | 102.42 |
| 2021-09-30 | $1.8M | 18k | 100.13 |
| 2021-06-30 | $1.9M | 19k | 104.19 |
| 2021-03-31 | $1.4M | 14k | 99.69 |
| 2020-12-31 | $970k | 11k | 88.99 |
| 2020-09-30 | $484k | 7.1k | 68.27 |
| 2020-06-30 | $446k | 6.8k | 65.32 |
| 2020-03-31 | $314k | 6.1k | 51.47 |
| 2019-12-31 | $333k | 4.4k | 75.63 |
| 2019-09-30 | $264k | 3.8k | 69.73 |
| 2019-06-30 | $299k | 4.2k | 71.36 |
| 2019-03-31 | $282k | 4.0k | 69.84 |
| 2018-12-31 | $51k | 844 | 60.43 |
| 2018-09-30 | $58k | 756 | 76.72 |
| 2018-06-30 | $51k | 706 | 72.24 |
| 2018-03-31 | $9.6M | 137k | 69.79 |
| 2017-12-31 | $672k | 9.6k | 69.77 |