Schwab U S Small Cap ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 42k | 49.24 |
| 2023-12-31 | $2.0M | 42k | 47.24 |
| 2023-09-30 | $1.8M | 42k | 41.42 |
| 2023-06-30 | $1.9M | 43k | 43.80 |
| 2023-03-31 | $1.8M | 43k | 41.93 |
| 2022-12-31 | $1.8M | 45k | 40.51 |
| 2022-09-30 | $1.7M | 46k | 37.81 |
| 2022-06-30 | $1.8M | 46k | 38.98 |
| 2022-03-31 | $2.2M | 46k | 47.37 |
| 2021-12-31 | $2.5M | 25k | 102.40 |
| 2021-09-30 | $2.5M | 25k | 100.10 |
| 2021-06-30 | $2.8M | 27k | 104.17 |
| 2021-03-31 | $3.1M | 31k | 99.68 |
| 2020-12-31 | $2.9M | 32k | 89.00 |
| 2020-09-30 | $2.5M | 37k | 68.33 |
| 2020-06-30 | $2.5M | 38k | 65.33 |
| 2020-03-31 | $2.0M | 38k | 51.53 |
| 2019-12-31 | $2.9M | 39k | 75.64 |
| 2019-09-30 | $2.7M | 39k | 69.74 |
| 2019-06-30 | $2.8M | 39k | 71.49 |
| 2019-03-31 | $2.7M | 39k | 69.93 |
| 2018-12-31 | $2.3M | 38k | 60.69 |
| 2018-09-30 | $2.9M | 38k | 76.18 |
| 2018-06-30 | $3.6M | 50k | 73.57 |
| 2018-03-31 | $3.4M | 49k | 69.14 |
| 2017-12-31 | $3.8M | 54k | 69.74 |
| 2017-09-30 | $3.5M | 52k | 67.36 |
| 2017-06-30 | $3.2M | 50k | 63.92 |
| 2017-03-31 | $3.2M | 51k | 61.49 |
| 2016-12-31 | $3.2M | 51k | 61.49 |
| 2016-09-30 | $3.0M | 52k | 57.54 |
| 2016-06-30 | $2.7M | 50k | 54.02 |
| 2016-03-31 | $2.6M | 50k | 52.04 |
| 2015-12-31 | $2.6M | 50k | 52.08 |
| 2015-09-30 | $2.6M | 51k | 50.80 |