Schwab U S Small Cap ETF shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners 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 Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Lakeview Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $328k | 6.4k | 51.50 |
| 2024-06-30 | $313k | 6.4k | 49.24 |
| 2024-03-31 | $313k | 6.4k | 49.24 |
| 2023-12-31 | $300k | 6.3k | 47.24 |
| 2023-09-30 | $281k | 6.8k | 41.42 |
| 2023-06-30 | $297k | 6.8k | 43.80 |
| 2023-03-31 | $261k | 6.4k | 40.45 |
| 2022-12-31 | $287k | 6.6k | 43.70 |
| 2022-06-30 | $68k | 1.7k | 39.15 |
| 2022-03-31 | $77k | 1.6k | 47.59 |
| 2021-12-31 | $300k | 2.9k | 102.49 |
| 2021-09-30 | $760k | 7.6k | 100.12 |
| 2021-06-30 | $815k | 7.8k | 104.15 |
| 2021-03-31 | $776k | 7.8k | 99.68 |
| 2020-12-31 | $673k | 7.6k | 89.01 |
| 2020-09-30 | $539k | 7.9k | 68.31 |
| 2020-06-30 | $512k | 7.8k | 65.38 |
| 2020-03-31 | $403k | 7.8k | 51.46 |
| 2019-12-31 | $2.2M | 30k | 75.64 |
| 2019-09-30 | $2.1M | 31k | 69.72 |
| 2019-06-30 | $2.3M | 32k | 71.48 |
| 2019-03-31 | $2.1M | 31k | 69.94 |
| 2018-12-31 | $1.7M | 28k | 60.66 |
| 2018-09-30 | $2.7M | 36k | 76.17 |
| 2018-06-30 | $2.2M | 30k | 73.57 |
| 2018-03-31 | $1.6M | 23k | 69.12 |
| 2017-12-31 | $710k | 10k | 69.72 |
| 2017-09-30 | $320k | 4.7k | 67.44 |
| 2017-06-30 | $235k | 3.7k | 64.03 |
| 2016-12-31 | $292k | 4.8k | 61.43 |
| 2016-03-31 | $1.1M | 21k | 52.06 |
| 2015-12-31 | $943k | 18k | 52.06 |
| 2015-09-30 | $434k | 8.5k | 50.78 |
| 2015-06-30 | $1.1M | 19k | 57.49 |
| 2015-03-31 | $1.1M | 19k | 57.58 |