Schwab U S Small Cap ETF shares owned by Valley Forge Investment Consultants Inc Adv
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Valley Forge Investment Consultants Inc Adv
from 13F filings
Historical chart of Valley Forge Investment Consultants Inc Adv investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Valley Forge Investment Consultants Inc Adv consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Valley Forge Investment Consultants Inc Adv
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $7.2M | 140k | 51.50 |
2024-06-30 | $6.6M | 139k | 47.45 |
2024-03-31 | $6.9M | 141k | 49.24 |
2023-12-31 | $6.5M | 137k | 47.24 |
2023-09-30 | $6.4M | 155k | 41.42 |
2023-06-30 | $6.5M | 149k | 43.80 |
2023-03-31 | $6.3M | 150k | 41.93 |
2022-12-31 | $6.4M | 157k | 40.51 |
2022-09-30 | $5.3M | 141k | 37.80 |
2022-06-30 | $5.4M | 140k | 38.99 |
2022-03-31 | $6.6M | 138k | 47.36 |
2021-12-31 | $5.7M | 56k | 102.40 |
2021-09-30 | $5.5M | 55k | 100.11 |
2021-06-30 | $4.9M | 47k | 104.18 |
2021-03-31 | $3.2M | 32k | 99.67 |
2020-12-31 | $2.8M | 31k | 89.00 |
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