Schwab U S Small Cap ETF shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel Wealth Advisors 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 Laurel Wealth Advisors 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 Laurel Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $159k | 3.1k | 51.50 |
2024-06-30 | $146k | 3.1k | 47.45 |
2024-03-31 | $157k | 3.2k | 49.24 |
2023-09-30 | $132k | 3.2k | 41.42 |
2023-06-30 | $139k | 3.2k | 43.80 |
2023-03-31 | $180k | 4.3k | 41.93 |
2022-12-31 | $182k | 4.5k | 40.51 |
2022-09-30 | $170k | 4.5k | 37.86 |
2022-06-30 | $175k | 4.5k | 38.98 |
2022-03-31 | $213k | 4.5k | 47.44 |
2021-12-31 | $285k | 2.8k | 102.52 |
2021-09-30 | $268k | 2.7k | 100.00 |
2021-06-30 | $516k | 5.0k | 104.24 |
2021-03-31 | $507k | 5.1k | 99.61 |
2020-12-31 | $472k | 5.3k | 88.97 |
2020-09-30 | $392k | 5.7k | 68.35 |
2020-06-30 | $391k | 6.0k | 65.38 |
2020-03-31 | $350k | 6.8k | 51.47 |
2019-12-31 | $530k | 7.0k | 75.66 |
2019-09-30 | $551k | 7.9k | 69.70 |
2019-06-30 | $482k | 6.7k | 71.46 |
2019-03-31 | $360k | 5.2k | 69.84 |
2018-12-31 | $266k | 4.4k | 60.59 |
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