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Schwab U S Small Cap ETF shares owned by River Wealth Advisors

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

Historical chart of River Wealth Advisors 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 River Wealth Advisors 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 River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $303k 7.3k 41.42
2023-06-30 $321k 7.3k 43.80
2023-03-31 $276k 6.6k 41.93
2022-12-31 $326k 8.0k 40.51
2022-09-30 $231k 6.1k 37.83
2022-06-30 $257k 6.6k 38.97
2022-03-31 $239k 5.0k 47.38
2021-12-31 $252k 2.5k 102.36
2021-09-30 $351k 3.5k 100.14
2021-06-30 $305k 2.9k 104.06
2021-03-31 $258k 2.6k 99.69
2019-12-31 $250k 3.3k 75.48
2019-09-30 $213k 3.1k 69.59
2019-06-30 $205k 2.9k 71.55
2018-12-31 $195k 3.2k 60.80
2018-09-30 $200k 2.6k 76.28
2018-06-30 $158k 2.2k 73.42