Schwab U S Small Cap ETF shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett 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 WealthTrust DunckerStreett consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 35k | 49.24 |
| 2023-12-31 | $1.6M | 35k | 47.24 |
| 2023-09-30 | $1.4M | 35k | 41.42 |
| 2023-06-30 | $1.5M | 35k | 43.80 |
| 2023-03-31 | $1.5M | 35k | 41.93 |
| 2022-12-31 | $1.4M | 35k | 40.51 |
| 2022-09-30 | $1.3M | 35k | 37.81 |
| 2022-06-30 | $1.4M | 35k | 38.99 |
| 2022-03-31 | $1.7M | 36k | 47.35 |
| 2021-12-31 | $2.0M | 20k | 102.40 |
| 2021-09-30 | $2.0M | 20k | 100.10 |
| 2021-06-30 | $2.1M | 20k | 104.20 |
| 2021-03-31 | $2.0M | 20k | 99.68 |
| 2020-12-31 | $1.8M | 20k | 88.98 |
| 2020-09-30 | $1.3M | 19k | 68.34 |
| 2020-06-30 | $1.2M | 18k | 65.31 |
| 2020-03-31 | $725k | 14k | 51.54 |
| 2019-12-31 | $1.0M | 14k | 75.64 |
| 2019-09-30 | $936k | 13k | 69.71 |
| 2019-06-30 | $946k | 13k | 71.51 |
| 2019-03-31 | $782k | 11k | 69.96 |
| 2018-12-31 | $491k | 8.1k | 60.70 |
| 2018-09-30 | $582k | 7.6k | 76.11 |
| 2018-06-30 | $304k | 4.1k | 73.64 |
| 2018-03-31 | $236k | 3.4k | 69.13 |
| 2017-12-31 | $186k | 2.7k | 69.69 |
| 2017-09-30 | $179k | 2.7k | 67.34 |
| 2017-06-30 | $102k | 1.6k | 63.63 |
More positions owned by WealthTrust DunckerStreett
View all positions for WealthTrust DunckerStreett