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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |