Schwab U S Small Cap ETF shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $105 | 4 | 26.25 |
| 2025-03-31 | $97 | 4 | 24.25 |
| 2024-12-31 | $107 | 4 | 26.75 |
| 2024-09-30 | $108 | 2 | 54.00 |
| 2024-06-30 | $99 | 2 | 49.50 |
| 2024-03-31 | $4.2k | 85 | 49.29 |
| 2023-12-31 | $98 | 2 | 49.00 |
| 2023-09-30 | $221k | 5.1k | 43.80 |
| 2023-06-30 | $221k | 5.1k | 43.80 |
| 2023-03-31 | $372k | 8.9k | 41.93 |
| 2022-12-31 | $358k | 8.8k | 40.51 |
| 2022-09-30 | $58k | 1.5k | 39.19 |
| 2022-06-30 | $58k | 1.5k | 39.19 |
| 2022-03-31 | $275k | 5.8k | 47.35 |
| 2021-12-31 | $0 | 1 | 0.00 |
| 2021-09-30 | $0 | 1 | 0.00 |
| 2021-06-30 | $0 | 1 | 0.00 |
| 2020-03-31 | $27k | 527 | 51.23 |
| 2019-12-31 | $52k | 694 | 74.93 |