Schwab U S Small Cap ETF shares owned by Sontag Advisory
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.4M | 144k | 51.50 |
| 2024-06-30 | $6.7M | 141k | 47.45 |
| 2024-03-31 | $7.2M | 146k | 49.24 |
| 2023-12-31 | $7.2M | 153k | 47.24 |
| 2023-09-30 | $6.3M | 153k | 41.42 |
| 2023-06-30 | $7.0M | 159k | 43.80 |
| 2023-03-31 | $6.9M | 164k | 41.93 |
| 2022-12-31 | $6.5M | 161k | 40.51 |
| 2022-09-30 | $6.2M | 164k | 37.80 |
| 2022-06-30 | $6.4M | 165k | 38.99 |
| 2022-03-31 | $7.8M | 164k | 47.36 |
| 2021-12-31 | $8.4M | 82k | 102.40 |
| 2021-09-30 | $8.7M | 87k | 100.10 |
| 2021-06-30 | $9.2M | 88k | 104.19 |
| 2021-03-31 | $11M | 105k | 99.67 |
| 2020-12-31 | $11M | 120k | 89.00 |
| 2020-03-31 | $9.7M | 189k | 51.52 |
| 2018-12-31 | $29k | 481 | 60.29 |