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Schwab U S Small Cap ETF shares owned by Trifecta Capital Advisors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Trifecta Capital Advisors from 13F filings

Historical chart of Trifecta Capital Advisors 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 Trifecta Capital Advisors 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 Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.0k 163 49.37
2023-12-31 $3.0k 63 47.57
2023-09-30 $2.6k 63 41.71
2023-06-30 $2.8k 63 44.11
2023-03-31 $2.7k 63 42.22
2022-12-31 $4.9k 121 40.65