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Schwab U S Small Cap ETF shares owned by Oldfather Financial Services

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Oldfather Financial Services from 13F filings

Historical chart of Oldfather Financial Services 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 Oldfather Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Oldfather Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 23k 49.24
2023-12-31 $1.1M 23k 47.24
2023-09-30 $973k 24k 41.42
2023-06-30 $1.0M 24k 43.80
2023-03-31 $815k 19k 41.93
2022-12-31 $793k 20k 40.51
2022-09-30 $749k 20k 37.79
2022-06-30 $816k 19k 42.07
2022-03-31 $747k 17k 44.37
2021-12-31 $796k 8.3k 95.80
2021-09-30 $825k 7.6k 109.08
2021-06-30 $751k 7.4k 102.01
2021-03-31 $723k 7.2k 100.85
2020-12-31 $480k 4.8k 99.28
2020-09-30 $354k 4.8k 73.60
2020-06-30 $315k 4.6k 68.61
2020-03-31 $269k 4.7k 57.74
2019-12-31 $213k 2.8k 75.00