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Schwab U S Small Cap ETF shares owned by Jamison Private Wealth Management

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

Historical chart of Jamison Private Wealth 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 Jamison Private Wealth 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 Jamison Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $245k 5.0k 49.24
2023-12-31 $97k 2.1k 47.25
2023-09-30 $82k 2.0k 41.43