Schwab U S Small Cap ETF shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Regal Investment Advisors 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 Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 21k | 51.50 |
| 2024-06-30 | $918k | 19k | 47.45 |
| 2024-03-31 | $861k | 18k | 49.24 |
| 2023-09-30 | $379k | 9.2k | 41.42 |
| 2023-06-30 | $238k | 5.4k | 43.80 |
| 2015-09-30 | $6.0k | 123 | 48.78 |
| 2015-06-30 | $7.0k | 123 | 56.91 |
| 2015-03-31 | $8.0k | 143 | 55.94 |
| 2013-06-30 | $174k | 3.9k | 44.06 |