Schwab U S Small Cap ETF shares owned by IFP Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.6M | 178k | 25.86 |
| 2024-09-30 | $4.6M | 89k | 51.50 |
| 2024-06-30 | $4.0M | 84k | 47.45 |
| 2024-03-31 | $4.1M | 83k | 49.24 |
| 2023-12-31 | $4.3M | 92k | 47.24 |
| 2023-09-30 | $3.4M | 82k | 41.42 |
| 2023-06-30 | $8.3M | 112k | 73.97 |
| 2023-03-31 | $9.4M | 127k | 73.97 |
| 2022-12-31 | $17M | 233k | 74.10 |
| 2022-09-30 | $12M | 167k | 74.46 |
| 2022-06-30 | $12M | 160k | 74.41 |
| 2022-03-31 | $1.8M | 24k | 74.69 |
| 2021-12-31 | $2.3M | 23k | 103.06 |
| 2021-09-30 | $1.6M | 16k | 101.46 |
| 2021-06-30 | $1.5M | 14k | 103.66 |
| 2021-03-31 | $1.3M | 13k | 99.97 |
| 2020-12-31 | $1.3M | 14k | 88.78 |
| 2020-09-30 | $518k | 7.5k | 68.79 |
| 2020-06-30 | $457k | 7.1k | 64.19 |
| 2020-03-31 | $499k | 9.6k | 52.20 |
| 2019-12-31 | $5.5M | 73k | 75.87 |
| 2019-09-30 | $5.0M | 73k | 69.53 |
| 2019-03-31 | $105k | 1.5k | 69.77 |
| 2018-12-31 | $4.0M | 67k | 60.23 |
| 2018-09-30 | $5.9M | 77k | 76.17 |
| 2018-06-30 | $4.7M | 64k | 73.57 |
| 2018-03-31 | $3.8M | 54k | 69.74 |
| 2017-12-31 | $3.8M | 54k | 69.74 |
| 2017-09-30 | $3.4M | 50k | 67.36 |
| 2017-06-30 | $3.1M | 48k | 63.90 |
| 2017-03-31 | $2.7M | 44k | 62.97 |
| 2016-12-31 | $2.4M | 39k | 61.49 |
| 2016-09-30 | $2.0M | 35k | 57.54 |
| 2016-06-30 | $1.7M | 32k | 54.04 |
| 2016-03-31 | $105k | 1.5k | 69.77 |
| 2015-12-31 | $972k | 19k | 52.10 |