Schwab U S Small Cap ETF shares owned by Forte Capital
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Forte Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $587k | 23k | 25.86 |
| 2024-09-30 | $584k | 11k | 51.50 |
| 2024-06-30 | $548k | 12k | 47.45 |
| 2024-03-31 | $599k | 12k | 49.24 |
| 2023-12-31 | $452k | 9.6k | 47.24 |
| 2023-09-30 | $397k | 9.6k | 41.42 |
| 2023-06-30 | $411k | 9.4k | 43.80 |
| 2023-03-31 | $380k | 9.1k | 41.93 |
| 2022-12-31 | $369k | 9.1k | 40.51 |
| 2022-09-30 | $342k | 9.1k | 37.78 |
| 2022-06-30 | $534k | 5.2k | 102.42 |
| 2022-03-31 | $534k | 5.2k | 102.42 |
| 2021-12-31 | $534k | 5.2k | 102.42 |
| 2021-09-30 | $550k | 5.5k | 100.11 |
| 2021-06-30 | $552k | 5.3k | 104.11 |
| 2021-03-31 | $488k | 4.9k | 99.65 |
| 2020-12-31 | $429k | 4.8k | 89.00 |
| 2020-09-30 | $226k | 3.3k | 68.34 |
| 2020-06-30 | $246k | 3.8k | 65.44 |
| 2017-12-31 | $216k | 3.1k | 69.52 |
| 2017-09-30 | $208k | 3.1k | 67.44 |