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
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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 csvQuarterly reported holdings in Schwab U S Small Cap ETF by Alliance Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 374k | 27.90 |
| 2025-06-30 | $11M | 424k | 25.30 |
| 2025-03-31 | $9.0M | 382k | 23.43 |
| 2024-12-31 | $10M | 395k | 25.86 |
| 2024-09-30 | $10M | 203k | 51.50 |
| 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 |
More positions owned by Alliance Wealth Management
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