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Schwab U S Small Cap ETF shares owned by Sigma Investment Counselors

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

Historical chart of Sigma Investment Counselors 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 Sigma Investment Counselors 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 Sigma Investment Counselors

Quarter filed Position value Share count Share price at filing
2024-06-30 $856k 18k 47.45
2024-03-31 $893k 18k 49.24
2023-12-31 $830k 18k 47.24
2023-09-30 $688k 17k 41.42
2023-06-30 $724k 17k 43.80
2023-03-31 $681k 16k 41.93
2022-12-31 $643k 16k 40.51
2022-09-30 $602k 16k 37.82
2022-06-30 $582k 15k 39.00
2022-03-31 $707k 15k 47.37
2021-12-31 $762k 7.4k 102.39
2021-09-30 $686k 6.8k 100.18
2021-06-30 $710k 6.8k 104.15
2021-03-31 $713k 7.2k 99.61
2020-12-31 $714k 8.0k 88.99
2020-09-30 $376k 5.5k 68.24
2020-06-30 $590k 9.0k 65.38
2020-03-31 $528k 10k 51.50
2019-12-31 $738k 9.8k 75.65
2019-09-30 $642k 9.2k 69.68
2019-06-30 $646k 9.0k 71.52
2019-03-31 $582k 8.3k 69.88
2018-12-31 $470k 7.8k 60.64
2018-09-30 $533k 7.0k 76.11
2018-06-30 $488k 6.6k 73.64
2018-03-31 $426k 6.2k 69.09
2017-12-31 $437k 6.3k 69.71
2017-09-30 $410k 6.1k 67.42
2017-06-30 $367k 5.7k 63.92
2017-03-31 $346k 5.5k 62.97
2016-12-31 $395k 6.4k 61.51
2016-09-30 $353k 6.1k 57.55
2016-06-30 $312k 5.8k 54.03
2016-03-31 $282k 5.4k 52.05
2015-12-31 $262k 5.0k 52.08
2015-09-30 $224k 4.4k 50.85
2015-06-30 $231k 4.0k 57.41