Schwab U S Small Cap ETF shares owned by Retirement Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $38k | 766 | 49.24 |
| 2023-12-31 | $36k | 766 | 47.24 |
| 2023-09-30 | $32k | 766 | 41.42 |
| 2023-06-30 | $34k | 766 | 43.80 |
| 2023-03-31 | $32k | 766 | 41.78 |
| 2022-12-31 | $31k | 766 | 40.47 |
| 2022-09-30 | $19k | 512 | 37.11 |
| 2022-06-30 | $40k | 1.0k | 39.22 |
| 2022-03-31 | $282k | 5.9k | 47.43 |
| 2021-12-31 | $278k | 2.7k | 102.32 |
| 2021-09-30 | $272k | 2.7k | 100.11 |
| 2021-06-30 | $289k | 2.8k | 104.26 |
| 2021-03-31 | $281k | 2.8k | 99.57 |
| 2020-12-31 | $162k | 2.1k | 76.34 |
| 2020-09-30 | $75k | 869 | 86.31 |
| 2020-06-30 | $101k | 1.6k | 65.04 |
| 2019-12-31 | $110k | 1.5k | 75.39 |