Schwab U S Small Cap ETF shares owned by Sage Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial 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
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 329k | 47.24 |
| 2023-09-30 | $13M | 313k | 41.42 |
| 2023-06-30 | $14M | 312k | 43.80 |
| 2023-03-31 | $12M | 288k | 41.93 |
| 2022-12-31 | $10M | 249k | 40.51 |
| 2022-09-30 | $9.4M | 249k | 37.80 |
| 2022-06-30 | $9.6M | 247k | 38.99 |
| 2022-03-31 | $11M | 224k | 47.36 |
| 2021-12-31 | $11M | 108k | 102.40 |
| 2021-09-30 | $11M | 108k | 100.10 |
| 2021-06-30 | $11M | 107k | 104.18 |
| 2021-03-31 | $11M | 113k | 99.67 |
| 2020-12-31 | $10M | 116k | 89.00 |
| 2020-09-30 | $8.0M | 117k | 68.32 |
| 2020-06-30 | $7.6M | 116k | 65.34 |
| 2020-03-31 | $4.0M | 78k | 51.52 |
| 2019-12-31 | $6.3M | 83k | 75.63 |
| 2019-09-30 | $5.8M | 83k | 69.73 |
| 2019-06-30 | $6.0M | 83k | 71.48 |
| 2019-03-31 | $5.6M | 80k | 69.93 |
| 2018-12-31 | $4.9M | 80k | 60.68 |
| 2018-09-30 | $5.8M | 76k | 76.17 |
| 2018-06-30 | $5.9M | 80k | 73.57 |
| 2018-03-31 | $5.6M | 82k | 69.13 |
| 2017-12-31 | $5.2M | 75k | 69.75 |
| 2017-09-30 | $4.3M | 64k | 67.37 |
| 2017-06-30 | $3.4M | 54k | 63.90 |
| 2017-03-31 | $2.6M | 42k | 62.97 |
| 2016-12-31 | $2.4M | 39k | 61.48 |
| 2016-09-30 | $2.1M | 37k | 57.54 |
| 2016-06-30 | $1.8M | 34k | 54.03 |
| 2016-03-31 | $1.6M | 30k | 52.03 |
| 2015-12-31 | $1.5M | 28k | 52.10 |
| 2015-09-30 | $709k | 14k | 50.81 |
| 2015-06-30 | $600k | 10k | 57.51 |
| 2015-03-31 | $583k | 10k | 57.61 |
| 2014-12-31 | $624k | 11k | 55.10 |
| 2013-12-31 | $272k | 5.2k | 52.52 |