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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All positions including Schwab U S Small Cap ETF held by Accurate 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 Accurate Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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