Schwab U S Small Cap ETF shares owned by Financial Advisory Service
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $637k | 14k | 47.24 |
| 2023-09-30 | $577k | 14k | 41.42 |
| 2023-06-30 | $626k | 14k | 43.80 |
| 2023-03-31 | $550k | 13k | 41.93 |
| 2022-12-31 | $805k | 20k | 40.51 |
| 2022-09-30 | $774k | 21k | 37.81 |
| 2022-06-30 | $811k | 21k | 39.00 |
| 2022-03-31 | $917k | 19k | 47.36 |
| 2021-12-31 | $954k | 9.3k | 102.43 |
| 2021-09-30 | $1.1M | 11k | 100.15 |
| 2021-06-30 | $1.1M | 11k | 104.14 |
| 2021-03-31 | $999k | 10k | 99.71 |
| 2020-12-31 | $879k | 9.9k | 88.98 |
| 2020-09-30 | $2.0M | 29k | 68.32 |
| 2020-06-30 | $2.2M | 33k | 65.35 |
| 2020-03-31 | $2.0M | 39k | 51.53 |
| 2019-12-31 | $3.2M | 42k | 75.64 |
| 2019-09-30 | $2.7M | 39k | 69.73 |
| 2019-06-30 | $2.7M | 38k | 71.49 |
| 2019-03-31 | $2.5M | 36k | 69.93 |
| 2018-12-31 | $2.1M | 35k | 60.67 |
| 2018-09-30 | $2.7M | 35k | 76.16 |
| 2018-06-30 | $2.5M | 35k | 73.57 |
| 2018-03-31 | $2.3M | 33k | 69.13 |
| 2017-12-31 | $2.2M | 32k | 69.76 |
| 2017-09-30 | $2.0M | 30k | 67.38 |
| 2017-06-30 | $1.9M | 29k | 63.91 |
| 2017-03-31 | $1.7M | 28k | 63.00 |
| 2016-12-31 | $1.0M | 17k | 61.46 |
| 2016-09-30 | $788k | 14k | 57.52 |
| 2016-06-30 | $493k | 9.1k | 54.00 |
More positions owned by Financial Advisory Service
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