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Schwab U S Small Cap ETF shares owned by Sage Investment Advisers

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sage Investment Advisers from 13F filings

Historical chart of Sage Investment Advisers investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Sage Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Sage Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 30k 51.50
2024-06-30 $1.3M 28k 47.45
2024-03-31 $1.4M 28k 49.24
2023-12-31 $1.1M 23k 47.24
2023-09-30 $2.2M 53k 41.42
2023-06-30 $2.2M 50k 43.80
2023-03-31 $2.0M 47k 41.93
2022-12-31 $1.8M 44k 40.51
2022-09-30 $1.6M 43k 37.81
2022-06-30 $1.3M 32k 38.99
2022-03-31 $1.4M 30k 47.36
2021-12-31 $1.3M 13k 102.40