Schwab U S Small Cap ETF shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $329k | 12k | 27.90 |
| 2025-06-30 | $299k | 12k | 25.30 |
| 2025-03-31 | $305k | 13k | 23.43 |
| 2024-12-31 | $381k | 15k | 25.86 |
| 2024-09-30 | $439k | 8.5k | 51.50 |
| 2024-06-30 | $404k | 8.5k | 47.45 |
| 2024-03-31 | $405k | 8.2k | 49.24 |
| 2023-12-31 | $404k | 8.6k | 47.24 |
| 2023-09-30 | $363k | 8.8k | 41.42 |
| 2023-06-30 | $420k | 9.6k | 43.80 |
| 2023-03-31 | $402k | 9.6k | 41.93 |
| 2022-12-31 | $390k | 9.6k | 40.51 |
| 2022-09-30 | $363k | 9.6k | 37.80 |
| 2022-06-30 | $383k | 9.8k | 38.99 |
| 2022-03-31 | $1.2M | 24k | 47.86 |
| 2021-12-31 | $1.2M | 12k | 102.37 |
| 2021-09-30 | $1.4M | 14k | 100.09 |
| 2021-06-30 | $1.4M | 14k | 104.16 |
| 2021-03-31 | $1.4M | 14k | 99.69 |
| 2020-12-31 | $1.3M | 15k | 88.98 |
| 2020-09-30 | $899k | 13k | 68.32 |
| 2020-06-30 | $1.0M | 16k | 65.35 |
More positions owned by Rockbridge Investment Management, LCC
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