Schwab U S Small Cap ETF shares owned by Grimes & Company
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Grimes & Company
from 13F filings
Historical chart of Grimes & Company investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Grimes & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Grimes & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 27k | 49.24 |
| 2023-12-31 | $1.1M | 24k | 47.24 |
| 2023-09-30 | $895k | 22k | 41.42 |
| 2023-06-30 | $947k | 22k | 43.80 |
| 2023-03-31 | $1.1M | 26k | 41.93 |
| 2022-12-31 | $1.1M | 27k | 40.51 |
| 2022-09-30 | $921k | 24k | 37.81 |
| 2022-06-30 | $878k | 23k | 39.01 |
| 2022-03-31 | $4.3M | 91k | 47.35 |
| 2021-12-31 | $7.5M | 74k | 102.39 |
| 2021-09-30 | $7.3M | 73k | 100.11 |
| 2021-06-30 | $7.5M | 73k | 104.18 |
| 2021-03-31 | $7.0M | 70k | 99.67 |
| 2020-12-31 | $6.3M | 71k | 89.01 |
| 2020-09-30 | $4.6M | 68k | 68.33 |
| 2020-06-30 | $5.5M | 85k | 65.35 |
| 2020-03-31 | $359k | 7.0k | 51.51 |
| 2019-12-31 | $6.1M | 80k | 75.65 |
| 2019-09-30 | $2.8M | 40k | 69.73 |
| 2019-06-30 | $2.5M | 36k | 71.47 |
| 2019-03-31 | $4.2M | 61k | 69.93 |
| 2018-12-31 | $573k | 9.4k | 60.65 |
| 2018-09-30 | $2.7M | 35k | 76.16 |
| 2018-06-30 | $2.5M | 35k | 73.56 |
| 2018-03-31 | $1.8M | 26k | 69.13 |
| 2017-12-31 | $1.8M | 26k | 69.74 |
| 2017-09-30 | $1.7M | 25k | 67.36 |
| 2017-06-30 | $1.6M | 25k | 63.91 |
| 2017-03-31 | $1.6M | 26k | 62.98 |
| 2016-12-31 | $1.6M | 25k | 61.48 |
| 2016-09-30 | $1.4M | 25k | 57.56 |
| 2016-06-30 | $1.3M | 24k | 54.02 |