Schwab U S Small Cap ETF shares owned by LeJeune Puetz Investment Counsel
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by LeJeune Puetz Investment Counsel
from 13F filings
Historical chart of LeJeune Puetz Investment Counsel 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 LeJeune Puetz Investment Counsel 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 LeJeune Puetz Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $3.3M | 79k | 41.93 |
| 2022-12-31 | $3.2M | 79k | 40.51 |
| 2022-09-30 | $3.0M | 79k | 37.80 |
| 2022-06-30 | $3.1M | 78k | 38.99 |
| 2022-03-31 | $3.7M | 78k | 47.35 |
| 2021-12-31 | $4.0M | 39k | 102.39 |
| 2021-09-30 | $3.9M | 39k | 100.11 |
| 2021-06-30 | $4.0M | 39k | 104.19 |
| 2021-03-31 | $3.9M | 39k | 99.67 |
| 2020-12-31 | $3.7M | 41k | 89.00 |
| 2020-09-30 | $2.8M | 41k | 68.31 |
| 2020-06-30 | $2.7M | 41k | 65.33 |
| 2020-03-31 | $2.3M | 44k | 51.52 |
| 2019-12-31 | $2.5M | 33k | 75.65 |
| 2019-09-30 | $2.3M | 33k | 69.72 |
| 2019-06-30 | $2.3M | 32k | 71.47 |
| 2019-03-31 | $2.2M | 32k | 69.92 |
| 2018-12-31 | $1.9M | 32k | 60.66 |
| 2018-09-30 | $2.2M | 29k | 76.17 |
| 2018-06-30 | $2.1M | 29k | 73.55 |
| 2018-03-31 | $1.6M | 23k | 69.13 |
| 2017-12-31 | $1.1M | 16k | 69.72 |
| 2017-09-30 | $1.0M | 15k | 67.36 |
| 2017-06-30 | $913k | 14k | 63.93 |
| 2017-03-31 | $899k | 14k | 62.96 |
| 2016-12-31 | $878k | 14k | 61.49 |
More positions owned by LeJeune Puetz Investment Counsel
View all positions for LeJeune Puetz Investment Counsel