Schwab U S Small Cap ETF shares owned by Watermark Asset Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Watermark Asset Management
from 13F filings
Historical chart of Watermark Asset 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 Watermark Asset Management 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 Watermark Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2018-12-31 | $1.3M | 21k | 60.70 |
2018-09-30 | $1.6M | 21k | 76.16 |
2018-06-30 | $1.5M | 20k | 73.56 |
2018-03-31 | $1.3M | 18k | 69.14 |
2017-12-31 | $1.2M | 17k | 69.76 |
2017-09-30 | $1.1M | 16k | 67.36 |
2017-06-30 | $1.0M | 16k | 63.93 |
2017-03-31 | $1.0M | 16k | 63.00 |
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