Schwab U S Small Cap ETF shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth 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 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $673k | 13k | 52.16 |
| 2023-12-31 | $4.9k | 103 | 47.24 |
| 2023-03-31 | $1.1k | 27 | 42.07 |
| 2019-12-31 | $87k | 1.2k | 75.63 |
| 2019-09-30 | $92k | 1.3k | 69.75 |
| 2019-06-30 | $294k | 4.1k | 71.48 |
| 2019-03-31 | $70k | 996 | 69.91 |
| 2018-12-31 | $4.0k | 67 | 59.70 |
| 2018-09-30 | $5.0k | 67 | 74.63 |