Schwab U S Small Cap ETF shares owned by Kozak & Associates
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates 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 Kozak & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Kozak & Associates
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $191k | 4.2k | 45.22 |
2023-09-30 | $171k | 4.2k | 40.54 |
2023-06-30 | $186k | 4.2k | 44.03 |
2023-03-31 | $177k | 4.2k | 41.93 |
2022-12-31 | $171k | 4.2k | 40.50 |
2022-09-30 | $163k | 4.2k | 38.61 |
2022-06-30 | $165k | 4.2k | 39.08 |
2022-03-31 | $194k | 2.1k | 91.90 |
2021-12-31 | $194k | 2.1k | 91.90 |
2021-09-30 | $230k | 2.1k | 108.95 |
2020-12-31 | $206k | 2.1k | 99.23 |