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Schwab U S Small Cap ETF shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 45k 51.50
2024-06-30 $997M 2.3M 440.38
2024-03-31 $3.4M 68k 49.24
2023-12-31 $1.7M 37k 47.24
2023-09-30 $3.0M 73k 41.42
2023-06-30 $3.6M 82k 43.80
2023-03-31 $3.8M 90k 41.93