Schwab U S Small Cap ETF shares owned by Howe and Rusling
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Howe and Rusling
from 13F filings
Historical chart of Howe and Rusling investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Howe and Rusling 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 Howe and Rusling
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $564k | 11k | 51.50 |
2024-03-31 | $585k | 12k | 49.24 |
2023-12-31 | $486k | 10k | 47.24 |
2023-09-30 | $432k | 10k | 41.42 |
2023-06-30 | $436k | 10k | 43.80 |
2023-03-31 | $436k | 10k | 41.93 |
2022-12-31 | $51k | 1.3k | 40.51 |
2022-09-30 | $8.0k | 216 | 37.04 |
2022-06-30 | $22k | 552 | 39.86 |
2022-03-31 | $3.0k | 54 | 55.56 |
2021-12-31 | $4.0k | 35 | 114.29 |
2021-09-30 | $31k | 309 | 100.32 |
2021-06-30 | $252k | 2.4k | 104.18 |
2021-03-31 | $167k | 1.7k | 99.94 |
2020-12-31 | $149k | 1.7k | 89.17 |
2020-09-30 | $60k | 875 | 68.57 |
2020-06-30 | $48k | 739 | 64.95 |
2020-03-31 | $38k | 739 | 51.42 |
2019-12-31 | $2.0k | 27 | 74.07 |
2019-09-30 | $10k | 149 | 67.11 |
2019-06-30 | $115k | 1.6k | 71.56 |
2019-03-31 | $154k | 2.2k | 70.10 |
2018-12-31 | $219k | 3.6k | 60.80 |
2018-09-30 | $1.6M | 21k | 76.18 |
2018-06-30 | $1.3M | 18k | 73.55 |
2018-03-31 | $958k | 14k | 69.11 |
2017-12-31 | $835k | 12k | 69.72 |
2017-09-30 | $1.3M | 20k | 67.36 |
2017-06-30 | $1.2M | 19k | 63.89 |
2017-03-31 | $1.3M | 20k | 62.99 |
2016-12-31 | $1.1M | 17k | 61.46 |
2016-09-30 | $897k | 16k | 57.53 |
2016-06-30 | $845k | 16k | 54.00 |
2016-03-31 | $530k | 10k | 52.05 |
2015-12-31 | $299k | 5.7k | 52.06 |
2015-09-30 | $280k | 5.5k | 50.84 |
2015-06-30 | $283k | 4.9k | 57.44 |
2015-03-31 | $273k | 4.7k | 57.58 |
2014-12-31 | $234k | 4.2k | 55.18 |
2014-09-30 | $243k | 4.7k | 51.31 |
2014-06-30 | $275k | 5.0k | 54.82 |
2013-12-31 | $444k | 8.5k | 52.45 |
2013-09-30 | $145k | 3.0k | 48.40 |
2013-06-30 | $132k | 3.0k | 44.06 |