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Schwab U S Small Cap ETF shares owned by TFC Financial Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by TFC Financial Management from 13F filings

Historical chart of TFC Financial Management 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 TFC Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by TFC Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $62k 1.3k 49.25
2023-12-31 $2.6k 55 47.36
2023-09-30 $2.3k 55 41.31
2023-06-30 $2.4k 55 43.53
2023-03-31 $2.3k 54 42.28
2022-12-31 $2.2k 54 40.70
2022-09-30 $3.0k 80 37.50
2022-06-30 $3.0k 80 37.50
2022-03-31 $4.0k 80 50.00
2021-12-31 $1.0k 13 76.92
2021-09-30 $1.0k 13 76.92
2021-06-30 $1.0k 13 76.92
2021-03-31 $1.0k 13 76.92
2020-12-31 $1.0k 13 76.92
2020-09-30 $999 17 58.82