Schwab U S Small Cap ETF shares owned by Alteri Wealth
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Alteri Wealth
from 13F filings
Historical chart of Alteri Wealth investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Alteri Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Alteri Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256M | 9.2k | 27899.96 |
| 2025-06-30 | $273M | 11k | 25299.96 |
| 2025-03-31 | $296M | 13k | 23430.04 |