Schwab U S Small Cap ETF shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $314k | 11k | 28.14 |
| 2025-06-30 | $298k | 11k | 26.23 |
| 2024-09-30 | $208k | 8.0k | 26.01 |
| 2024-06-30 | $219k | 4.4k | 50.11 |
| 2023-12-31 | $203k | 4.4k | 45.79 |
| 2023-06-30 | $252k | 5.6k | 44.88 |
| 2023-03-31 | $270k | 6.5k | 41.26 |
| 2022-12-31 | $295k | 7.0k | 42.00 |
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