Schwab U S Small Cap ETF shares owned by Sage Financial Management Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sage Financial Management Group
from 13F filings
Historical chart of Sage Financial Management Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Sage Financial Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 46k | 49.25 |
| 2023-12-31 | $2.0M | 43k | 47.24 |
| 2023-09-30 | $1.8M | 43k | 41.43 |
| 2023-03-31 | $3.3M | 78k | 41.93 |
| 2022-12-31 | $3.5M | 87k | 40.51 |
| 2022-09-30 | $3.1M | 82k | 37.79 |
| 2022-06-30 | $3.4M | 88k | 38.99 |
| 2022-03-31 | $3.9M | 82k | 47.36 |
| 2021-12-31 | $4.0M | 39k | 102.41 |
| 2021-06-30 | $3.6M | 35k | 104.17 |
| 2021-03-31 | $3.4M | 34k | 99.67 |
| 2020-12-31 | $3.5M | 244k | 14.45 |
More positions owned by Sage Financial Management Group
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