Schwab U S Small Cap ETF shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.7M | 176k | 49.24 |
| 2023-12-31 | $8.3M | 177k | 47.24 |
| 2023-09-30 | $7.0M | 170k | 41.42 |
| 2023-06-30 | $7.5M | 171k | 43.80 |
| 2023-03-31 | $7.2M | 172k | 41.93 |
| 2022-12-31 | $6.5M | 160k | 40.51 |
| 2022-09-30 | $5.8M | 153k | 37.80 |
| 2022-06-30 | $6.5M | 166k | 38.99 |
| 2022-03-31 | $5.8M | 123k | 47.36 |
| 2021-12-31 | $7.6M | 74k | 102.40 |
| 2021-09-30 | $8.1M | 81k | 100.10 |
| 2021-06-30 | $7.8M | 75k | 104.19 |
| 2021-03-31 | $7.6M | 76k | 99.67 |
| 2020-12-31 | $7.1M | 80k | 89.00 |
| 2020-09-30 | $5.7M | 83k | 68.32 |
| 2020-06-30 | $5.6M | 86k | 65.34 |
| 2020-03-31 | $6.3M | 122k | 51.52 |
| 2019-12-31 | $3.4M | 45k | 75.63 |
| 2019-09-30 | $3.1M | 45k | 69.73 |
| 2019-06-30 | $1.4M | 19k | 71.50 |
| 2019-03-31 | $1.3M | 19k | 69.91 |
| 2018-12-31 | $1.2M | 19k | 60.66 |