Schwab U S Small Cap ETF shares owned by West Coast Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by West Coast Financial
from 13F filings
Historical chart of West Coast Financial 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 West Coast Financial 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 West Coast Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $504k | 20k | 25.86 |
| 2024-09-30 | $502k | 9.7k | 51.50 |
| 2024-06-30 | $339k | 7.2k | 47.45 |
| 2024-03-31 | $352k | 7.2k | 49.24 |
| 2023-12-31 | $243k | 5.2k | 47.24 |
| 2023-09-30 | $213k | 5.2k | 41.42 |
| 2023-06-30 | $226k | 5.2k | 43.80 |