Schwab U S Small Cap ETF shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Phillips Financial Management 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 Phillips Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.7M | 54k | 49.24 |
2023-12-31 | $2.5M | 53k | 47.24 |
2023-09-30 | $2.1M | 52k | 41.42 |
2023-06-30 | $2.1M | 49k | 43.80 |
2023-03-31 | $2.0M | 48k | 41.93 |
2022-12-31 | $1.9M | 47k | 40.51 |
2022-09-30 | $1.7M | 46k | 37.80 |
2022-06-30 | $1.8M | 46k | 38.99 |
2022-03-31 | $2.2M | 47k | 47.35 |
2021-12-31 | $1.6M | 16k | 102.37 |
2021-09-30 | $1.5M | 15k | 100.12 |
2021-06-30 | $1.5M | 14k | 104.15 |
2020-12-31 | $1.3M | 14k | 88.98 |
2020-09-30 | $987k | 14k | 68.33 |
2020-06-30 | $897k | 14k | 65.36 |
2020-03-31 | $607k | 13k | 48.24 |
More positions owned by Phillips Financial Management
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