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Schwab U S Small Cap ETF shares owned by Jentner

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Jentner from 13F filings

Historical chart of Jentner 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 Jentner 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 Jentner

Quarter filed Position value Share count Share price at filing
2024-06-30 $310k 6.5k 47.45
2024-03-31 $323k 6.6k 49.24
2023-12-31 $336k 7.1k 47.24
2023-09-30 $412k 10k 41.42
2023-06-30 $439k 10k 43.80
2023-03-31 $426k 10k 41.93
2022-12-31 $447k 11k 40.51
2022-09-30 $457k 12k 37.77
2022-06-30 $477k 12k 38.99
2022-03-31 $617k 13k 47.34
2021-12-31 $710k 6.9k 102.41
2021-09-30 $706k 7.1k 100.14
2021-06-30 $729k 7.0k 104.11
2021-03-31 $661k 6.6k 99.64
2020-12-31 $664k 7.5k 88.96
2020-09-30 $524k 7.7k 68.34
2020-06-30 $495k 7.6k 65.29
2020-03-31 $296k 5.8k 51.47
2019-12-31 $606k 8.0k 75.67
2019-09-30 $549k 7.9k 69.72
2019-06-30 $542k 7.6k 71.45
2019-03-31 $405k 5.8k 69.88
2018-12-31 $334k 5.5k 60.72
2018-09-30 $333k 4.4k 76.18
2018-06-30 $313k 4.3k 73.46
2018-03-31 $276k 4.0k 69.10
2017-12-31 $236k 3.4k 70.34