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Schwab U S Small Cap ETF shares owned by Patton Albertson & Miller

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Patton Albertson & Miller from 13F filings

Historical chart of Patton Albertson & Miller 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 Patton Albertson & Miller 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 Patton Albertson & Miller

Quarter filed Position value Share count Share price at filing
2023-12-31 $247k 5.2k 47.24
2023-09-30 $217k 5.2k 41.42
2023-06-30 $241k 5.5k 43.80
2023-03-31 $298k 7.1k 41.93
2022-06-30 $204k 5.2k 38.92
2022-03-31 $680k 14k 47.38
2021-12-31 $1.2M 11k 102.44
2021-09-30 $1.2M 12k 100.07
2021-06-30 $1.2M 12k 104.21
2021-03-31 $1.4M 14k 99.70
2020-12-31 $1.5M 14k 101.46
2020-09-30 $1.0M 15k 68.29
2020-06-30 $1.1M 16k 65.31
2020-03-31 $853k 17k 51.51
2019-12-31 $1.2M 16k 75.61
2019-09-30 $1.1M 16k 69.75
2019-06-30 $965k 14k 69.99
2018-09-30 $59k 900 65.56