Schwab U S Small Cap ETF shares owned by Summit Place Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Summit Place Financial Advisors
from 13F filings
Historical chart of Summit Place Financial Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Summit Place Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 51k | 25.86 |
| 2024-09-30 | $1.3M | 25k | 51.50 |
| 2024-06-30 | $1.2M | 26k | 47.45 |
| 2024-03-31 | $1.3M | 27k | 49.24 |
| 2023-12-31 | $1.5M | 32k | 47.24 |
| 2023-09-30 | $1.2M | 28k | 41.42 |
| 2023-06-30 | $1.5M | 34k | 43.80 |
| 2023-03-31 | $1.4M | 35k | 41.93 |
| 2022-12-31 | $1.3M | 33k | 40.51 |
| 2022-09-30 | $942k | 25k | 37.81 |
| 2022-06-30 | $1.1M | 27k | 39.00 |
| 2022-03-31 | $2.6M | 55k | 47.37 |
| 2021-12-31 | $2.5M | 24k | 102.38 |
| 2021-09-30 | $2.4M | 24k | 100.10 |
| 2021-06-30 | $2.1M | 20k | 104.20 |
| 2021-03-31 | $551k | 6.2k | 89.03 |
| 2020-12-31 | $551k | 6.2k | 89.03 |
| 2019-12-31 | $5.1M | 67k | 75.63 |
More positions owned by Summit Place Financial Advisors
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