Schwab U S Small Cap ETF shares owned by Values Added Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Values Added Financial
from 13F filings
Historical chart of Values Added Financial 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 Values Added Financial 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 Values Added Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.0M | 40k | 49.24 |
2023-12-31 | $1.8M | 38k | 47.24 |
2023-09-30 | $1.5M | 37k | 41.42 |
2023-06-30 | $1.5M | 35k | 43.80 |