Schwab U S Small Cap ETF shares owned by WMS Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $682k | 14k | 47.24 |
| 2023-09-30 | $593k | 14k | 41.42 |
| 2023-06-30 | $637k | 15k | 43.80 |
| 2023-03-31 | $610k | 15k | 41.93 |
| 2022-12-31 | $628k | 16k | 40.51 |
| 2022-09-30 | $550k | 15k | 37.81 |