Schwab U S Small Cap ETF shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors 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 Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Crestwood Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $244k | 4.9k | 49.24 |
2023-12-31 | $234k | 4.9k | 47.24 |
2023-09-30 | $203k | 4.9k | 41.42 |
2023-06-30 | $228k | 5.2k | 43.80 |
2023-03-31 | $226k | 5.4k | 41.93 |
2022-12-31 | $210k | 5.2k | 40.51 |