Schwab U S Small Cap ETF shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management 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 Robertson Stephens Wealth 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 Robertson Stephens Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.8M | 60k | 47.24 |
2023-03-31 | $302k | 7.2k | 41.93 |
2022-12-31 | $302k | 7.4k | 40.51 |
2022-09-30 | $1.5M | 41k | 37.79 |
2022-06-30 | $619k | 16k | 38.98 |
2022-03-31 | $797k | 17k | 47.33 |
More positions owned by Robertson Stephens Wealth Management
View all positions for Robertson Stephens Wealth Management