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Schwab Intl Small Cap Equity ETF shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Schwab Intl Small Cap Equity ETF (SCHC) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Schwab Intl Small Cap Equity ETF

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Quarterly reported holdings in Schwab Intl Small Cap Equity ETF by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $764k 17k 45.51
2025-06-30 $718k 17k 42.59
2025-03-31 $594k 17k 35.88
2024-12-31 $445k 13k 34.33
2024-09-30 $462k 12k 38.49
2024-06-30 $608k 17k 35.61
2024-03-31 $593k 17k 35.80
2023-12-31 $583k 17k 34.89
2023-09-30 $512k 16k 32.22
2023-06-30 $515k 15k 33.79
2023-03-31 $568k 17k 33.73
2022-12-31 $529k 17k 31.47
2022-09-30 $445k 16k 27.73
2022-06-30 $467k 15k 31.20
2022-03-31 $566k 15k 37.94
2021-12-31 $593k 15k 40.91
2021-09-30 $571k 14k 41.51
2021-06-30 $514k 12k 41.61
2021-03-31 $484k 12k 39.40
2020-12-31 $462k 12k 37.62
2020-09-30 $427k 13k 32.51
2020-06-30 $370k 13k 29.56
2020-03-31 $312k 13k 24.39
2019-12-31 $441k 13k 34.67
2019-09-30 $397k 13k 31.82
2019-06-30 $405k 12k 32.65
2019-03-31 $376k 12k 32.22
2018-12-31 $286k 9.8k 29.14
2018-09-30 $346k 9.7k 35.70
2018-06-30 $344k 9.5k 36.10
2018-03-31 $517k 14k 36.50
2017-12-31 $281k 7.7k 36.58
2017-09-30 $273k 7.6k 35.85
2017-06-30 $249k 7.4k 33.68
2017-03-31 $218k 6.9k 31.38
2016-12-31 $288k 9.9k 29.14

More positions owned by Altfest L J & Co

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
RBB Us Treasr 10 Yr (UTEN)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Matthews Asia Fds Asia Innov Activ (MINV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Apple (AAPL)
First Tr Exchange-traded No Amer Energy (EMLP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Angel Oak Funds Trust Mortgage Backed (MBS)

View all positions for Altfest L J & Co

Top funds holding Schwab Intl Small Cap Equity ETF

Tiaa Trust, National Association
Savant Capital Management
SageView Advisory Group
BlackRock
McAdam
Pnc Financial Services
Creative Planning
State Street Corporation
Mather Group
Colony
Johnson Financial
Rsm Us Wealth Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Jones Financial Companies, L.L

View all funds holding Schwab Intl Small Cap Equity ETF