Schwab U S Small Cap ETF shares owned by Waterford Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford 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 Waterford Advisors 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 Waterford Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $14M | 299k | 47.45 |
2024-03-31 | $15M | 297k | 49.24 |
2023-09-30 | $13M | 302k | 41.42 |
2023-06-30 | $13M | 300k | 43.80 |
2023-03-31 | $12M | 291k | 41.93 |
2022-12-31 | $12M | 283k | 40.51 |