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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

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Quarterly 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