Schwab U S Small Cap ETF shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services 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 Capital Asset Advisory Services 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 Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $202k | 4.2k | 47.94 |
| 2023-12-31 | $212k | 4.5k | 47.24 |
| 2023-09-30 | $239k | 5.8k | 41.21 |
| 2023-06-30 | $261k | 5.8k | 44.88 |
| 2023-03-31 | $244k | 5.8k | 41.93 |
| 2022-12-31 | $254k | 6.3k | 40.51 |
| 2022-09-30 | $6.0k | 153 | 39.22 |
| 2022-06-30 | $6.0k | 151 | 39.74 |
| 2022-03-31 | $7.0k | 150 | 46.67 |
| 2021-12-31 | $3.0k | 29 | 103.45 |
| 2021-09-30 | $26k | 261 | 99.62 |
| 2021-06-30 | $40k | 385 | 103.90 |
| 2021-03-31 | $38k | 384 | 98.96 |
| 2020-12-31 | $27k | 299 | 90.30 |
| 2020-09-30 | $20k | 292 | 68.49 |
| 2020-06-30 | $21k | 292 | 71.92 |
| 2020-03-31 | $56k | 1.0k | 55.72 |
| 2019-12-31 | $78k | 1.0k | 76.47 |
More positions owned by Capital Asset Advisory Services
View all positions for Capital Asset Advisory Services