Schwab U S Small Cap ETF shares owned by Roger Wittlin Investment Advisory
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Roger Wittlin Investment Advisory
from 13F filings
Historical chart of Roger Wittlin Investment Advisory investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Roger Wittlin Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $436k | 8.5k | 51.50 |
| 2024-06-30 | $580k | 12k | 47.45 |
| 2024-03-31 | $841k | 17k | 49.24 |
| 2023-12-31 | $819k | 17k | 47.25 |
| 2023-09-30 | $714k | 17k | 41.43 |
| 2023-06-30 | $714k | 16k | 43.80 |
| 2023-03-31 | $681k | 16k | 41.93 |
| 2022-12-31 | $487k | 12k | 40.51 |
| 2022-09-30 | $38k | 1.0k | 37.70 |
| 2022-06-30 | $486k | 13k | 38.92 |
| 2022-03-31 | $3.1M | 65k | 47.36 |
| 2021-12-31 | $7.8M | 76k | 102.40 |
More positions owned by Roger Wittlin Investment Advisory
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