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Schwab U S Small Cap ETF shares owned by Boltwood Capital Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Boltwood Capital Management from 13F filings

Historical chart of Boltwood Capital 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 Boltwood Capital 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 Boltwood Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 44k 51.50
2024-06-30 $2.0M 43k 47.45
2024-03-31 $2.2M 44k 49.24
2023-12-31 $2.0M 42k 47.24
2023-09-30 $1.5M 37k 41.42
2023-06-30 $1.5M 34k 43.80
2023-03-31 $1.1M 25k 41.93
2022-12-31 $1.1M 26k 40.51
2022-09-30 $855k 23k 37.79
2022-06-30 $816k 21k 39.00
2022-03-31 $900k 19k 47.37
2021-12-31 $690k 6.7k 102.33
2021-09-30 $596k 6.0k 100.08
2021-06-30 $510k 4.9k 104.19
2021-03-31 $409k 4.1k 99.76
2020-12-31 $363k 4.1k 89.08
2020-09-30 $265k 3.9k 68.39
2020-06-30 $250k 3.8k 65.36
2020-03-31 $309k 6.0k 51.50
2019-12-31 $1.2M 16k 75.65
2019-09-30 $664k 9.5k 69.70
2019-06-30 $600k 8.4k 71.42
2019-03-31 $548k 7.8k 69.98
2018-12-31 $640k 11k 60.61
2018-09-30 $825k 11k 76.10
2018-06-30 $713k 9.7k 73.54
2018-03-31 $588k 8.5k 69.14
2017-12-31 $593k 8.5k 69.72
2017-09-30 $562k 8.4k 67.27
2017-06-30 $490k 7.7k 63.80
2017-03-31 $483k 7.7k 62.89
2016-12-31 $472k 7.7k 61.46
2016-09-30 $442k 7.7k 57.55
2016-06-30 $376k 7.0k 54.01
2016-03-31 $309k 5.9k 51.98
2015-12-31 $282k 5.4k 52.05

More positions owned by Boltwood Capital Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Flexshares Tr Iboxx 3r Targt (TDTT)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Flexshares Tr Discp Dur Mbs (MBSD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
NVIDIA Corporation (NVDA)

View all positions for Boltwood Capital Management

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF