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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
2024-03-31 $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)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF