Schwab U S Small Cap ETF shares owned by Founders Financial Alliance
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Founders Financial Alliance
from 13F filings
Historical chart of Founders Financial 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 Founders Financial 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 Founders Financial Alliance
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $661 | 14 | 47.21 |
2023-09-30 | $580 | 14 | 41.43 |
2023-06-30 | $1.4k | 33 | 43.24 |
2023-03-31 | $1.4k | 33 | 41.33 |
2022-12-31 | $2.4k | 60 | 40.82 |
2022-09-30 | $2.0k | 60 | 33.33 |
2022-06-30 | $2.0k | 60 | 33.33 |
2022-03-31 | $3.0k | 60 | 50.00 |
2021-12-31 | $3.0k | 30 | 100.00 |
2021-09-30 | $3.0k | 30 | 100.00 |
2021-06-30 | $2.1k | 30 | 71.43 |
2021-03-31 | $1.8k | 16 | 111.11 |
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