Schwab U S Small Cap ETF shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $289k | 6.1k | 47.24 |
2023-09-30 | $286k | 6.9k | 41.42 |
2023-06-30 | $310k | 7.1k | 43.80 |
2023-03-31 | $478k | 11k | 41.93 |
2022-12-31 | $457k | 11k | 40.51 |
2022-09-30 | $490k | 13k | 37.81 |
2022-06-30 | $563k | 13k | 43.53 |
2022-03-31 | $372k | 7.9k | 47.30 |
2021-12-31 | $373k | 3.9k | 94.84 |
2021-09-30 | $391k | 3.9k | 100.21 |
2021-06-30 | $475k | 4.6k | 104.24 |
2021-03-31 | $392k | 4.0k | 98.32 |
2020-12-31 | $311k | 3.1k | 101.90 |
2020-09-30 | $208k | 3.1k | 68.20 |
2020-06-30 | $223k | 3.1k | 71.50 |
2019-12-31 | $204k | 2.7k | 75.58 |
2018-12-31 | $327k | 4.7k | 69.80 |
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