Schwab U S Small Cap ETF shares owned by LBA Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by LBA Wealth Management
from 13F filings
Historical chart of LBA Wealth Management 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 LBA Wealth Management 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 LBA Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2017-03-31 | $120k | 1.9k | 63.16 |
2016-12-31 | $117k | 1.9k | 61.58 |
2016-09-30 | $109k | 1.9k | 57.37 |
2016-06-30 | $103k | 1.9k | 54.21 |
2016-03-31 | $107k | 2.1k | 51.97 |
2015-12-31 | $107k | 2.1k | 51.97 |
2015-09-30 | $105k | 2.1k | 51.00 |
2015-06-30 | $141k | 2.5k | 57.29 |
2015-03-31 | $150k | 2.6k | 57.45 |
2014-12-31 | $105k | 1.9k | 55.26 |
2014-09-30 | $98k | 1.9k | 51.58 |
2014-06-30 | $104k | 1.9k | 54.74 |
2014-03-31 | $102k | 1.9k | 53.68 |
2013-12-31 | $100k | 1.9k | 52.63 |