Schwab U S Small Cap ETF shares owned by Heritage Way Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Heritage Way Advisors
from 13F filings
Historical chart of Heritage Way Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Heritage Way Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $1.1M | 11k | 102.35 |
| 2021-09-30 | $1.1M | 11k | 100.13 |
| 2021-06-30 | $1.1M | 10k | 104.15 |
| 2021-03-31 | $983k | 9.9k | 99.72 |
| 2020-12-31 | $870k | 9.8k | 88.96 |
| 2020-09-30 | $420k | 6.2k | 68.26 |
| 2020-06-30 | $413k | 6.3k | 65.40 |
| 2020-03-31 | $322k | 6.2k | 51.55 |
| 2019-12-31 | $396k | 5.2k | 75.66 |
| 2019-09-30 | $378k | 5.4k | 69.82 |
| 2019-06-30 | $347k | 4.9k | 71.40 |
| 2019-03-31 | $319k | 4.6k | 69.91 |
| 2018-12-31 | $258k | 4.2k | 60.76 |
| 2018-09-30 | $309k | 4.1k | 76.18 |
| 2018-06-30 | $264k | 3.6k | 73.46 |
| 2018-03-31 | $258k | 3.7k | 69.17 |
| 2017-12-31 | $234k | 3.3k | 69.87 |
| 2017-09-30 | $228k | 3.4k | 67.34 |
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