Schwab U S Small Cap ETF shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $58M | 1.3M | 43.80 |
| 2023-03-31 | $54M | 1.3M | 41.93 |
| 2022-12-31 | $53M | 1.3M | 40.51 |
| 2022-09-30 | $50M | 1.3M | 37.80 |
| 2022-06-30 | $53M | 1.4M | 38.99 |
| 2022-03-31 | $61M | 1.3M | 47.36 |
| 2021-12-31 | $74M | 727k | 102.40 |
| 2021-09-30 | $67M | 673k | 100.10 |
| 2021-06-30 | $64M | 610k | 104.18 |
| 2021-03-31 | $56M | 564k | 99.67 |
| 2020-12-31 | $49M | 546k | 89.00 |
| 2020-09-30 | $35M | 513k | 68.32 |
| 2020-06-30 | $30M | 461k | 65.34 |
| 2020-03-31 | $3.8M | 74k | 51.53 |
| 2019-12-31 | $31M | 406k | 75.64 |
| 2019-09-30 | $28M | 398k | 69.73 |
| 2019-06-30 | $27M | 376k | 71.48 |
| 2019-03-31 | $24M | 341k | 69.93 |
| 2018-12-31 | $20M | 324k | 60.68 |
| 2018-09-30 | $27M | 354k | 76.17 |
| 2018-06-30 | $25M | 334k | 73.57 |
| 2018-03-31 | $20M | 289k | 69.13 |
| 2017-12-31 | $20M | 288k | 69.74 |
| 2017-09-30 | $18M | 262k | 67.37 |
| 2017-06-30 | $16M | 248k | 63.91 |
| 2017-03-31 | $14M | 218k | 62.98 |
| 2016-12-31 | $11M | 181k | 61.48 |