Schwab U S Small Cap ETF shares owned by SWS Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by SWS Partners
from 13F filings
Historical chart of SWS Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by SWS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 39k | 49.24 |
| 2023-09-30 | $721k | 17k | 41.42 |
| 2023-06-30 | $572k | 23k | 24.63 |
| 2023-03-31 | $681k | 16k | 41.93 |
| 2022-12-31 | $583k | 14k | 40.49 |
| 2022-09-30 | $538k | 14k | 37.82 |
| 2020-12-31 | $294k | 3.3k | 89.09 |
| 2020-09-30 | $301k | 4.4k | 68.25 |
| 2020-03-31 | $414k | 8.0k | 51.55 |
| 2019-09-30 | $5.1M | 71k | 71.02 |
| 2019-06-30 | $300k | 4.2k | 71.60 |
| 2018-12-31 | $263k | 4.3k | 60.73 |
| 2018-03-31 | $79k | 1.2k | 67.18 |
| 2017-12-31 | $0 | 3 | 0.00 |