Schwab U S Small Cap ETF shares owned by Ulland Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Ulland Investment Advisors
from 13F filings
Historical chart of Ulland Investment Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Ulland Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.0k | 100 | 50.00 |
| 2023-12-31 | $25k | 529 | 47.26 |
| 2023-09-30 | $25k | 600 | 41.67 |
| 2023-06-30 | $26k | 600 | 43.33 |
| 2023-03-31 | $25k | 600 | 41.67 |
| 2022-12-31 | $32k | 800 | 40.00 |
| 2022-09-30 | $30k | 800 | 37.50 |
| 2022-06-30 | $31k | 800 | 38.75 |
| 2022-03-31 | $261k | 5.5k | 47.28 |
| 2021-12-31 | $376k | 3.7k | 102.45 |
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