Schwab U S Small Cap ETF shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS 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 BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.5M | 116k | 47.24 |
| 2023-09-30 | $4.9M | 118k | 41.42 |
| 2023-03-31 | $5.5M | 132k | 41.93 |
| 2022-12-31 | $4.9M | 122k | 40.51 |
| 2022-09-30 | $3.9M | 103k | 37.80 |
| 2022-06-30 | $3.9M | 100k | 38.99 |
| 2022-03-31 | $4.7M | 99k | 47.36 |
| 2021-12-31 | $5.7M | 56k | 102.40 |
| 2021-09-30 | $5.1M | 51k | 100.11 |
| 2021-06-30 | $5.1M | 49k | 104.19 |
| 2021-03-31 | $5.0M | 50k | 99.68 |
| 2020-12-31 | $4.5M | 50k | 89.01 |
| 2020-09-30 | $3.5M | 51k | 68.33 |
| 2020-06-30 | $3.4M | 52k | 65.34 |
| 2020-03-31 | $2.8M | 55k | 51.52 |
| 2019-12-31 | $3.5M | 46k | 75.64 |