Schwab U S Small Cap ETF shares owned by Woodmont Investment Counsel
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Woodmont Investment Counsel
from 13F filings
Historical chart of Woodmont Investment Counsel 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 Woodmont Investment Counsel 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 Woodmont Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $887k | 17k | 51.50 |
| 2024-06-30 | $820k | 17k | 47.45 |
| 2024-03-31 | $883k | 18k | 49.24 |
| 2023-12-31 | $857k | 18k | 47.24 |
| 2023-09-30 | $771k | 19k | 41.42 |
| 2023-06-30 | $839k | 19k | 43.80 |
| 2023-03-31 | $1.0M | 24k | 41.93 |
| 2022-12-31 | $892k | 22k | 40.51 |
| 2022-09-30 | $825k | 22k | 37.79 |
| 2022-06-30 | $846k | 22k | 39.00 |
| 2022-03-31 | $1.0M | 22k | 47.38 |
| 2021-12-31 | $1.1M | 11k | 102.44 |
| 2021-09-30 | $1.1M | 11k | 100.12 |
| 2021-06-30 | $1.1M | 11k | 104.18 |
| 2021-03-31 | $1.1M | 11k | 99.67 |
| 2020-12-31 | $967k | 11k | 88.99 |
| 2020-09-30 | $759k | 11k | 68.31 |
| 2020-06-30 | $726k | 11k | 65.34 |
| 2020-03-31 | $569k | 11k | 51.53 |
More positions owned by Woodmont Investment Counsel
View all positions for Woodmont Investment Counsel