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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

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Quarterly 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