Schwab U S Small Cap ETF shares owned by Youngs Advisory
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Youngs Advisory
from 13F filings
Historical chart of Youngs Advisory investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Youngs Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.9M | 210k | 47.24 |
| 2023-09-30 | $8.7M | 210k | 41.42 |
| 2023-06-30 | $9.0M | 207k | 43.80 |
| 2023-03-31 | $7.8M | 187k | 41.93 |
| 2022-12-31 | $6.8M | 167k | 40.51 |
| 2022-09-30 | $5.1M | 134k | 37.80 |
| 2022-06-30 | $4.6M | 119k | 38.99 |
| 2022-03-31 | $8.1M | 171k | 47.36 |
| 2021-12-31 | $7.4M | 73k | 102.41 |
| 2021-09-30 | $5.6M | 56k | 100.09 |
| 2021-06-30 | $782k | 7.5k | 104.20 |
| 2020-03-31 | $549k | 11k | 51.53 |
| 2019-12-31 | $859k | 11k | 75.65 |
| 2019-09-30 | $868k | 12k | 69.75 |
| 2019-06-30 | $2.7M | 38k | 71.49 |
| 2019-03-31 | $4.6M | 65k | 69.93 |
| 2018-12-31 | $7.3M | 120k | 60.68 |
| 2018-09-30 | $9.7M | 128k | 76.17 |
| 2018-06-30 | $9.7M | 133k | 73.57 |
| 2018-03-31 | $9.2M | 133k | 69.13 |
| 2017-12-31 | $9.2M | 133k | 69.74 |
| 2017-09-30 | $8.8M | 130k | 67.37 |
| 2017-06-30 | $8.5M | 132k | 63.91 |
| 2017-03-31 | $8.3M | 131k | 62.98 |
| 2016-12-31 | $8.2M | 134k | 61.48 |
| 2016-09-30 | $8.4M | 146k | 57.55 |
| 2016-06-30 | $9.3M | 173k | 54.03 |
| 2016-03-31 | $9.2M | 177k | 52.04 |
| 2015-12-31 | $8.8M | 169k | 52.09 |