Schwab U S Small Cap ETF shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance 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 Fiduciary Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Fiduciary Alliance
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $375k | 7.3k | 51.50 |
2024-06-30 | $305k | 6.5k | 47.16 |
2024-03-31 | $321k | 6.6k | 48.80 |
2023-12-31 | $212k | 4.5k | 47.24 |
2023-06-30 | $149k | 3.4k | 43.81 |
2022-12-31 | $135k | 3.3k | 40.51 |