Schwab U S Small Cap ETF shares owned by InterOcean Capital Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by InterOcean Capital Group
from 13F filings
Historical chart of InterOcean Capital Group investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by InterOcean Capital Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by InterOcean Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $722k | 15k | 49.24 |
| 2023-12-31 | $708k | 15k | 47.24 |
| 2023-09-30 | $1.2M | 29k | 41.42 |
| 2023-06-30 | $1.2M | 28k | 43.80 |
| 2023-03-31 | $1.2M | 29k | 41.93 |
| 2022-12-31 | $1.1M | 26k | 40.51 |
| 2022-09-30 | $544k | 14k | 37.77 |
| 2022-06-30 | $816k | 21k | 38.99 |
| 2022-03-31 | $562k | 12k | 47.40 |
| 2021-12-31 | $460k | 4.5k | 102.50 |
| 2021-09-30 | $470k | 4.7k | 100.00 |
| 2021-06-30 | $556k | 5.3k | 104.22 |
| 2021-03-31 | $201k | 2.0k | 99.90 |
| 2020-12-31 | $238k | 2.7k | 88.87 |