Schwab U S Small Cap ETF shares owned by United Advisor Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group 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 United Advisor Group 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 United Advisor Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $807k | 16k | 49.24 |
2023-12-31 | $1.7M | 36k | 47.35 |