Schwab U S Small Cap ETF shares owned by Sunbelt Securities
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.9M | 154k | 51.50 |
| 2024-06-30 | $7.2M | 152k | 47.45 |
| 2024-03-31 | $7.0M | 142k | 49.24 |
| 2023-12-31 | $6.1M | 129k | 47.24 |
| 2023-09-30 | $5.0M | 121k | 41.42 |
| 2023-06-30 | $4.8M | 109k | 43.80 |
| 2023-03-31 | $4.2M | 102k | 41.11 |
| 2022-12-31 | $3.9M | 95k | 40.51 |
| 2022-09-30 | $3.6M | 95k | 37.80 |
| 2022-06-30 | $3.7M | 94k | 38.99 |
| 2022-03-31 | $4.4M | 91k | 48.04 |
| 2021-12-31 | $4.3M | 45k | 94.36 |
| 2021-09-30 | $4.8M | 49k | 98.11 |
| 2021-06-30 | $4.8M | 49k | 98.11 |
| 2021-03-31 | $4.6M | 46k | 99.67 |
| 2020-12-31 | $3.9M | 44k | 89.00 |
| 2020-09-30 | $2.8M | 37k | 74.00 |
| 2020-03-31 | $168M | 2.5M | 67.69 |
| 2019-12-31 | $2.9M | 38k | 75.64 |