Schwab U S Small Cap ETF shares owned by Burleson & Company
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Burleson & Company
from 13F filings
Historical chart of Burleson & Company investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Burleson & Company 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 Burleson & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $57k | 1.4k | 40.52 |
| 2022-09-30 | $53k | 1.4k | 38.02 |
| 2022-06-30 | $54k | 1.4k | 38.85 |
| 2022-03-31 | $66k | 1.4k | 47.65 |
| 2021-12-31 | $72k | 699 | 103.00 |
| 2021-09-30 | $70k | 695 | 100.72 |
| 2021-06-30 | $72k | 693 | 103.90 |
| 2021-03-31 | $70k | 702 | 99.72 |
| 2020-06-30 | $724k | 10k | 71.41 |
| 2020-03-31 | $658k | 11k | 60.37 |
| 2019-12-31 | $3.3M | 44k | 76.51 |
| 2019-09-30 | $3.4M | 47k | 70.84 |
| 2019-06-30 | $3.3M | 46k | 71.31 |
| 2019-03-31 | $3.4M | 46k | 73.41 |
| 2018-12-31 | $3.4M | 48k | 71.35 |
| 2018-09-30 | $2.5M | 37k | 67.47 |
| 2018-06-30 | $2.5M | 35k | 73.56 |
| 2018-03-31 | $2.3M | 33k | 69.14 |
| 2017-12-31 | $2.4M | 34k | 69.75 |