Schwab U S Small Cap ETF shares owned by Moller Financial Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Moller Financial Services
from 13F filings
Historical chart of Moller Financial Services 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 Moller Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.1M | 43k | 49.24 |
2023-12-31 | $2.2M | 46k | 47.24 |
2023-09-30 | $1.5M | 36k | 41.42 |
2023-06-30 | $1.6M | 37k | 43.80 |
2023-03-31 | $2.0M | 48k | 41.93 |
2022-12-31 | $2.2M | 54k | 40.51 |
2022-09-30 | $2.2M | 59k | 37.80 |
2022-06-30 | $2.0M | 51k | 38.99 |
2022-03-31 | $2.3M | 49k | 47.36 |
2021-12-31 | $2.6M | 25k | 102.40 |
2021-09-30 | $2.6M | 26k | 100.11 |
2021-06-30 | $2.7M | 26k | 104.17 |
2021-03-31 | $2.6M | 26k | 99.66 |
2020-12-31 | $2.3M | 26k | 88.99 |
2020-09-30 | $2.2M | 33k | 68.32 |
2020-06-30 | $2.7M | 41k | 65.34 |