Schwab U S Small Cap ETF shares owned by Fortitude Advisory Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Fortitude Advisory Group
from 13F filings
Historical chart of Fortitude Advisory Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Fortitude Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $455k | 8.8k | 51.50 |
| 2024-06-30 | $406k | 8.6k | 47.45 |
| 2024-03-31 | $412k | 8.4k | 49.24 |
| 2023-12-31 | $351k | 7.4k | 47.24 |
| 2023-09-30 | $310k | 7.5k | 41.42 |
| 2023-06-30 | $387k | 8.8k | 43.80 |
| 2023-03-31 | $429k | 10k | 41.93 |
| 2022-12-31 | $477k | 12k | 40.51 |
| 2022-09-30 | $437k | 12k | 37.81 |
| 2022-06-30 | $454k | 12k | 39.03 |
| 2022-03-31 | $542k | 11k | 47.40 |
| 2021-12-31 | $530k | 5.2k | 102.49 |