Schwab U S Small Cap ETF shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $57M | 1.1M | 51.50 |
| 2024-06-30 | $54M | 1.1M | 47.45 |
| 2024-03-31 | $57M | 1.2M | 49.24 |
| 2023-12-31 | $56M | 1.2M | 47.24 |
| 2023-09-30 | $50M | 1.2M | 41.42 |
| 2023-06-30 | $54M | 1.2M | 43.80 |
| 2023-03-31 | $53M | 1.3M | 41.93 |
| 2022-12-31 | $52M | 1.3M | 40.51 |
| 2022-09-30 | $47M | 1.2M | 37.80 |
| 2022-06-30 | $51M | 1.3M | 38.99 |
| 2022-03-31 | $56M | 1.2M | 47.36 |
| 2021-12-31 | $45M | 442k | 102.40 |
| 2021-09-30 | $41M | 406k | 100.10 |
| 2021-06-30 | $41M | 392k | 104.18 |
| 2021-03-31 | $35M | 355k | 99.67 |
| 2020-12-31 | $38M | 422k | 89.00 |
| 2020-09-30 | $27M | 390k | 68.32 |
| 2020-06-30 | $31M | 474k | 65.34 |
| 2020-03-31 | $39M | 758k | 51.52 |
| 2019-12-31 | $9.6M | 127k | 75.64 |
More positions owned by Aurum Wealth Management Group
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