Schwab U S Small Cap ETF shares owned by DHJJ Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by DHJJ Financial Advisors
from 13F filings
Historical chart of DHJJ Financial Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by DHJJ Financial Advisors 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 DHJJ Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 69k | 49.24 |
| 2023-12-31 | $3.4M | 72k | 47.24 |
| 2023-09-30 | $3.0M | 73k | 41.42 |
| 2023-06-30 | $3.1M | 72k | 43.80 |
| 2023-03-31 | $2.8M | 67k | 41.93 |
| 2022-12-31 | $2.5M | 63k | 40.37 |
| 2022-09-30 | $2.9M | 76k | 37.80 |
| 2022-06-30 | $2.9M | 75k | 39.09 |
| 2022-03-31 | $3.5M | 73k | 47.91 |
| 2021-12-31 | $3.5M | 34k | 102.48 |
| 2021-09-30 | $3.2M | 32k | 100.37 |
| 2021-06-30 | $3.1M | 30k | 103.65 |
| 2021-03-31 | $2.9M | 29k | 99.81 |
| 2020-12-31 | $2.5M | 28k | 89.00 |