Schwab U S Small Cap ETF shares owned by Northeast Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Northeast Financial Group
from 13F filings
Historical chart of Northeast Financial Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Northeast Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 55k | 51.50 |
| 2024-06-30 | $2.0M | 41k | 47.45 |
| 2024-03-31 | $2.1M | 42k | 49.24 |
| 2023-12-31 | $4.3M | 91k | 47.24 |
| 2023-09-30 | $2.1M | 52k | 41.42 |
| 2023-06-30 | $2.4M | 54k | 43.80 |
| 2021-12-31 | $700k | 6.8k | 102.41 |
| 2021-09-30 | $658k | 6.6k | 100.10 |
| 2021-06-30 | $648k | 6.2k | 104.18 |
| 2021-03-31 | $664k | 6.7k | 99.68 |
| 2020-12-31 | $581k | 6.5k | 89.00 |