Schwab U S Small Cap ETF shares owned by Safeguard Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Safeguard Financial
from 13F filings
Historical chart of Safeguard Financial investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Safeguard Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 80k | 51.50 |
| 2024-06-30 | $3.6M | 76k | 47.45 |
| 2024-03-31 | $3.6M | 72k | 49.24 |
| 2023-12-31 | $3.5M | 74k | 47.24 |
| 2023-09-30 | $2.9M | 70k | 41.42 |
| 2023-06-30 | $3.2M | 74k | 43.79 |
| 2023-03-31 | $2.9M | 69k | 41.92 |
| 2022-12-31 | $3.1M | 76k | 40.52 |
| 2022-09-30 | $2.5M | 65k | 37.79 |
| 2022-06-30 | $2.3M | 59k | 38.99 |
| 2022-03-31 | $2.6M | 54k | 47.36 |