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 |
|---|---|---|---|
| 2023-12-31 | $404k | 8.6k | 47.24 |
| 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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