Schwab U S Small Cap ETF shares owned by Lee Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 45k | 47.24 |
| 2023-09-30 | $1.7M | 42k | 41.42 |
| 2023-06-30 | $1.8M | 41k | 43.80 |
| 2023-03-31 | $1.5M | 37k | 41.93 |
| 2022-12-31 | $1.4M | 35k | 40.51 |
| 2022-09-30 | $1.6M | 43k | 37.80 |
| 2022-06-30 | $1.4M | 35k | 38.99 |
| 2022-03-31 | $52k | 1.1k | 47.27 |
| 2021-12-31 | $56k | 550 | 101.82 |
| 2021-09-30 | $55k | 550 | 100.00 |
| 2021-06-30 | $85k | 814 | 104.42 |
| 2021-03-31 | $214k | 2.1k | 99.81 |
| 2020-12-31 | $1.2M | 14k | 88.97 |
| 2020-09-30 | $2.1M | 30k | 68.31 |
| 2020-06-30 | $3.7M | 56k | 65.34 |
| 2020-03-31 | $5.4M | 105k | 51.52 |
| 2019-12-31 | $7.9M | 104k | 75.64 |
| 2019-09-30 | $7.5M | 107k | 69.73 |
| 2019-06-30 | $7.8M | 109k | 71.48 |
| 2019-03-31 | $7.9M | 113k | 69.93 |
| 2018-12-31 | $6.9M | 113k | 60.68 |
| 2018-09-30 | $4.4M | 57k | 76.16 |
| 2018-06-30 | $4.0M | 54k | 73.56 |
| 2018-03-31 | $3.4M | 49k | 69.14 |
| 2017-12-31 | $2.8M | 40k | 69.75 |
| 2017-09-30 | $2.6M | 38k | 67.37 |
| 2017-06-30 | $2.4M | 37k | 63.90 |
| 2017-03-31 | $2.1M | 33k | 62.98 |
| 2016-12-31 | $355k | 5.8k | 61.48 |