Schwab U S Small Cap ETF shares owned by Oakmont Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont 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 Oakmont Partners 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 Oakmont Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.3M | 48k | 49.24 |
2023-12-31 | $2.1M | 45k | 47.24 |
2023-09-30 | $1.8M | 44k | 41.42 |
2023-06-30 | $978k | 22k | 43.80 |
2023-03-31 | $285k | 6.8k | 41.93 |
2022-12-31 | $275k | 6.8k | 40.51 |
2022-09-30 | $240k | 6.3k | 37.84 |
2022-06-30 | $247k | 6.3k | 38.95 |
2022-03-31 | $313k | 6.6k | 47.31 |