Schwab U S Small Cap ETF shares owned by Abound Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Abound Wealth Management
from 13F filings
Historical chart of Abound 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 Abound Wealth 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 Abound Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.6M | 33k | 47.45 |
2024-03-31 | $1.7M | 34k | 49.24 |
2023-12-31 | $1.5M | 33k | 47.24 |
2023-09-30 | $1.1M | 26k | 41.42 |
2023-06-30 | $1.1M | 26k | 43.80 |
2023-03-31 | $1.1M | 26k | 41.93 |
2022-12-31 | $1.0M | 25k | 40.51 |
2022-09-30 | $942k | 25k | 37.80 |
2022-06-30 | $1.1M | 27k | 38.99 |
2022-03-31 | $1.2M | 26k | 47.36 |
2021-12-31 | $1.3M | 13k | 102.40 |