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

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

Historical chart of Curbstone 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 Curbstone 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 Curbstone Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.0M 184k 49.24
2023-12-31 $8.6M 183k 47.24
2023-09-30 $7.5M 180k 41.42
2023-06-30 $7.8M 179k 43.80
2023-03-31 $7.5M 180k 41.93
2022-12-31 $7.3M 181k 40.51
2022-09-30 $6.8M 180k 37.80
2022-06-30 $7.1M 183k 38.99
2022-03-31 $9.4M 199k 47.36
2021-12-31 $10M 99k 102.40
2021-09-30 $9.7M 97k 100.10
2021-06-30 $10M 96k 104.18
2021-03-31 $9.5M 95k 99.67
2020-12-31 $8.3M 93k 89.01
2020-09-30 $6.1M 90k 68.31
2020-06-30 $5.8M 89k 65.34
2020-03-31 $4.6M 89k 51.52
2019-12-31 $7.0M 92k 75.64
2019-09-30 $6.3M 91k 69.73
2019-06-30 $6.5M 92k 71.48
2019-03-31 $6.4M 91k 69.93
2018-12-31 $6.6M 89k 73.57
2018-09-30 $6.9M 90k 76.17
2018-06-30 $6.6M 89k 73.57
2018-03-31 $5.9M 85k 69.13
2017-12-31 $2.9M 42k 69.74
2017-09-30 $5.3M 78k 67.37
2017-06-30 $2.5M 39k 63.92
2017-03-31 $2.4M 37k 62.97
2016-12-31 $2.2M 35k 61.49
2016-09-30 $1.9M 33k 57.54
2016-06-30 $1.6M 29k 54.02
2016-03-31 $1.5M 29k 52.04
2015-12-31 $2.3M 44k 52.09
2015-09-30 $1.1M 22k 50.77
2015-06-30 $1.1M 19k 57.46
2015-03-31 $907k 16k 57.61
2014-12-31 $617k 11k 55.14
2014-09-30 $469k 9.1k 51.45
2014-06-30 $460k 8.4k 54.83
2014-03-31 $420k 7.8k 53.57

More positions owned by Curbstone Financial Management

SPDR Inv't Grade Floating Rate Bdfund (FLRN)
Vanguard ST Corp Bond ETF Bdfund (VCSH)
SPDR S&P Midcap 400 Etf (MDY)
Schwab International Equity ET Etf (SCHF)
Schwab US Mid Cap ETF Etf (SCHM)
Vanguard S&P 500 ETF Etf (VOO)
Schwab Large Cap Growth ETF Etf (SCHG)
Apple (AAPL)
Schwab US Dividend Equity Etf (SCHD)
Microsoft Corporation (MSFT)
Schwab US Small Cap ETF Etf (SCHA)
Vanguard Intermediate Corp Bon Bdfund (VCIT)
Schwab US Broad Market ETF Etf (SCHB)
Alphabet Inc Class C cs (GOOG)
Amazon (AMZN)

View all positions for Curbstone Financial Management

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Empower Advisory Group
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
Envestnet Asset Management
Advisory Alpha
HPM Partners
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF