Schwab U S Small Cap ETF shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners 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 Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Sweet Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $204k | 4.1k | 49.24 |
2023-09-30 | $210k | 5.1k | 41.42 |
2023-06-30 | $215k | 4.9k | 43.80 |
2023-03-31 | $273k | 6.5k | 41.93 |
2022-12-31 | $8.7M | 216k | 40.51 |
2022-09-30 | $7.9M | 210k | 37.80 |
2022-06-30 | $7.9M | 203k | 38.99 |
2022-03-31 | $9.5M | 201k | 47.36 |
2021-12-31 | $523k | 5.1k | 102.43 |