Schwab U S Small Cap ETF shares owned by Kuntz Lesher Capital
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Kuntz Lesher Capital
from 13F filings
Historical chart of Kuntz Lesher Capital investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Kuntz Lesher Capital 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 Kuntz Lesher Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $28M | 596k | 47.24 |
| 2023-09-30 | $25M | 596k | 41.42 |
| 2023-06-30 | $26M | 595k | 43.80 |
| 2023-03-31 | $25M | 591k | 41.93 |
| 2022-12-31 | $24M | 593k | 40.51 |
| 2022-09-30 | $22M | 573k | 37.80 |
| 2022-06-30 | $22M | 568k | 38.99 |
| 2022-03-31 | $26M | 553k | 47.36 |
| 2021-12-31 | $28M | 275k | 102.40 |
| 2021-09-30 | $28M | 275k | 100.10 |
| 2021-06-30 | $29M | 274k | 104.18 |
| 2021-03-31 | $28M | 277k | 99.67 |
| 2020-12-31 | $25M | 285k | 89.00 |
| 2020-09-30 | $20M | 291k | 68.32 |
| 2020-06-30 | $19M | 291k | 65.34 |
| 2020-03-31 | $14M | 280k | 51.52 |
| 2019-12-31 | $19M | 252k | 75.64 |
| 2019-09-30 | $17M | 248k | 69.75 |
| 2019-06-30 | $18M | 255k | 71.53 |
| 2019-03-31 | $16M | 234k | 69.93 |
| 2018-12-31 | $13M | 210k | 60.65 |
| 2018-09-30 | $15M | 192k | 76.18 |
| 2018-06-30 | $13M | 183k | 73.55 |
| 2018-03-31 | $12M | 174k | 69.13 |
| 2017-12-31 | $11M | 160k | 69.77 |
| 2017-09-30 | $8.2M | 121k | 67.35 |
| 2017-06-30 | $6.2M | 97k | 63.76 |
| 2017-03-31 | $3.6M | 58k | 62.96 |
| 2016-12-31 | $1.6M | 26k | 61.48 |
| 2016-09-30 | $1.0M | 18k | 57.57 |
| 2016-06-30 | $1.0M | 19k | 54.76 |
| 2016-03-31 | $1.1M | 21k | 52.03 |
| 2015-12-31 | $1.1M | 21k | 52.07 |
| 2015-09-30 | $1.1M | 22k | 50.79 |
| 2015-06-30 | $1.1M | 20k | 57.49 |
| 2015-03-31 | $922k | 16k | 57.58 |
| 2014-12-31 | $782k | 14k | 55.10 |
| 2014-09-30 | $711k | 14k | 51.41 |
| 2014-06-30 | $767k | 14k | 54.82 |
| 2014-03-31 | $745k | 14k | 53.60 |