Schwab U S Small Cap ETF shares owned by Joseph P. Lucia & Associates
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Joseph P. Lucia & Associates
from 13F filings
Historical chart of Joseph P. Lucia & Associates investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $2.5M | 96k | 25.86 |
2024-09-30 | $2.5M | 48k | 51.50 |
2024-06-30 | $2.3M | 49k | 47.45 |
2024-03-31 | $2.5M | 51k | 49.24 |
2023-12-31 | $2.4M | 51k | 47.24 |
2023-09-30 | $2.0M | 50k | 41.42 |
2023-06-30 | $2.2M | 49k | 43.80 |
2023-03-31 | $2.1M | 51k | 41.93 |
2022-12-31 | $2.1M | 51k | 40.51 |
2022-09-30 | $2.0M | 52k | 37.81 |
2022-06-30 | $2.0M | 53k | 38.99 |
2022-03-31 | $2.7M | 58k | 47.37 |
2021-12-31 | $2.9M | 29k | 102.38 |
2021-09-30 | $2.9M | 29k | 100.09 |
2021-06-30 | $3.0M | 29k | 104.18 |
2021-03-31 | $2.9M | 29k | 99.67 |
2020-12-31 | $2.6M | 29k | 89.02 |
2020-09-30 | $2.0M | 30k | 68.31 |
2020-06-30 | $2.0M | 31k | 65.34 |
2020-03-31 | $1.7M | 33k | 51.51 |
2019-12-31 | $2.9M | 39k | 75.63 |
2019-09-30 | $2.8M | 40k | 69.73 |
2019-06-30 | $3.1M | 43k | 71.47 |
2019-03-31 | $34M | 2.4M | 13.93 |
More positions owned by Joseph P. Lucia & Associates
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