Schwab U S Small Cap ETF shares owned by Heritage Trust
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $445k | 17k | 25.86 |
| 2024-06-30 | $408k | 8.6k | 47.45 |
| 2024-03-31 | $424k | 8.6k | 49.24 |
| 2023-12-31 | $406k | 8.6k | 47.24 |
| 2023-09-30 | $356k | 8.6k | 41.42 |
| 2023-06-30 | $377k | 8.6k | 43.80 |