Valley Forge Investment Consultants Inc Adv »

Schwab U S Small Cap ETF shares owned by Valley Forge Investment Consultants Inc Adv

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Valley Forge Investment Consultants Inc Adv from 13F filings

Historical chart of Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Valley Forge Investment Consultants Inc Adv

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 141k 49.24
2023-12-31 $6.5M 137k 47.24
2023-09-30 $6.4M 155k 41.42
2023-06-30 $6.5M 149k 43.80
2023-03-31 $6.3M 150k 41.93
2022-12-31 $6.4M 157k 40.51
2022-09-30 $5.3M 141k 37.80
2022-06-30 $5.4M 140k 38.99
2022-03-31 $6.6M 138k 47.36
2021-12-31 $5.7M 56k 102.40
2021-09-30 $4.9M 47k 104.18
2021-06-30 $4.9M 47k 104.18
2021-03-31 $3.2M 32k 99.67
2020-12-31 $2.8M 31k 89.00