Alliance Wealth Management »

Schwab U S Small Cap ETF shares owned by Alliance Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Alliance Wealth Management from 13F filings

Historical chart of Alliance 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 Alliance Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Alliance Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.2M 194k 47.45
2024-03-31 $11M 214k 49.24
2023-12-31 $11M 225k 47.24
2023-06-30 $10M 230k 43.80
2023-03-31 $9.6M 230k 41.93
2022-12-31 $9.4M 231k 40.51
2022-09-30 $8.7M 231k 37.80
2022-06-30 $8.4M 216k 38.99
2022-03-31 $10M 219k 47.36
2021-12-31 $11M 108k 102.40
2021-09-30 $10M 104k 100.10
2021-06-30 $11M 101k 104.18
2021-03-31 $9.6M 96k 99.67
2020-12-31 $8.6M 97k 89.00
2020-09-30 $6.4M 94k 68.32
2020-06-30 $6.7M 103k 65.34
2020-03-31 $4.1M 80k 51.52
2019-12-31 $6.5M 86k 75.64
2019-09-30 $5.7M 82k 69.73
2019-06-30 $5.8M 81k 71.48
2019-03-31 $5.5M 79k 69.93
2018-12-31 $4.1M 68k 60.68
2018-09-30 $5.3M 70k 76.17
2018-06-30 $4.8M 65k 73.57
2018-03-31 $5.6M 82k 69.13
2017-12-31 $5.3M 76k 69.65
2017-09-30 $9.2M 137k 67.32
2017-06-30 $4.0M 63k 63.79
2017-03-31 $3.0M 46k 63.97
2015-12-31 $249k 4.8k 52.16