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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

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Quarterly reported holdings in Schwab U S Small Cap ETF by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
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