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Schwab U S Small Cap ETF shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 457k 25.59
2024-06-30 $11M 215k 51.08
2024-03-31 $8.9M 191k 46.68
2023-12-31 $8.0M 175k 45.78
2023-09-30 $6.0M 155k 38.86
2023-06-30 $6.3M 140k 45.34
2023-03-31 $5.4M 129k 41.59
2022-12-31 $5.1M 112k 45.70
2022-09-30 $3.1M 75k 41.10
2022-06-30 $2.8M 65k 43.07
2022-03-31 $2.0M 49k 41.06
2021-12-31 $1.8M 19k 93.23
2021-09-30 $1.3M 12k 108.82
2021-06-30 $936k 9.3k 100.76
2021-03-31 $881k 8.5k 103.73
2020-12-31 $682k 7.0k 97.00
2020-09-30 $488k 6.7k 72.99
2020-06-30 $326k 4.8k 67.87
2020-03-31 $253k 4.6k 55.49
2019-12-31 $319k 4.1k 77.45
2019-09-30 $253k 3.6k 70.83
2019-06-30 $284k 4.0k 71.36
2019-03-31 $302k 4.2k 71.34
2018-09-30 $138k 2.1k 66.44
2018-06-30 $150k 2.0k 73.53
2018-03-31 $106k 1.5k 69.33
2017-12-31 $104k 1.5k 69.94
2017-09-30 $104k 1.5k 67.31
2017-06-30 $2.0k 16 125.00
2017-03-31 $84k 1.3k 62.64
2016-12-31 $78k 1.3k 61.61
2016-09-30 $73k 1.3k 57.89
2016-06-30 $65k 1.2k 54.30
2016-03-31 $62k 1.2k 51.88
2015-12-31 $530k 10k 52.05
2015-09-30 $59k 1.2k 50.82
2015-06-30 $67k 1.2k 57.86
2015-03-31 $67k 1.2k 55.51
2014-12-31 $59k 1.1k 55.24

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Apple (AAPL)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Ishares Tr Rus Mdcp Val Etf (IWS)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Chicago Partners Investment

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