Schwab U S Small Cap ETF shares owned by Grant/GrossMendelsohn
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Grant/GrossMendelsohn
from 13F filings
Historical chart of Grant/GrossMendelsohn 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 Grant/GrossMendelsohn consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Grant/GrossMendelsohn
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $230k | 10k | 22.84 |
| 2024-12-31 | $252k | 9.7k | 25.86 |
| 2023-09-30 | $777k | 19k | 41.42 |
| 2023-06-30 | $820k | 18k | 44.56 |
| 2023-03-31 | $668k | 16k | 41.89 |
| 2022-12-31 | $644k | 16k | 41.37 |
| 2022-09-30 | $604k | 15k | 40.78 |
| 2022-06-30 | $578k | 15k | 39.36 |
| 2022-03-31 | $273k | 5.9k | 46.63 |