Schwab U S Small Cap ETF shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $319k | 6.2k | 51.51 |
| 2024-06-30 | $234k | 4.9k | 47.46 |
| 2024-03-31 | $242k | 4.9k | 49.25 |
| 2023-12-31 | $234k | 4.9k | 47.25 |
| 2020-12-31 | $61k | 683 | 89.31 |
| 2020-09-30 | $44k | 646 | 68.11 |
| 2020-06-30 | $49k | 759 | 64.56 |
| 2020-03-31 | $103k | 2.0k | 51.32 |
| 2019-12-31 | $152k | 2.0k | 75.73 |