Schwab U S Small Cap ETF shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris Wealth Management investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Beaird Harris Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 7.6k | 27.90 |
| 2025-06-30 | $193k | 7.6k | 25.30 |
| 2025-03-31 | $178k | 7.6k | 23.43 |
| 2024-12-31 | $197k | 7.6k | 25.86 |
| 2024-09-30 | $196k | 3.8k | 51.50 |
| 2024-06-30 | $181k | 3.8k | 47.45 |
| 2024-03-31 | $187k | 3.8k | 49.24 |
| 2023-12-31 | $180k | 3.8k | 47.24 |
| 2023-09-30 | $158k | 3.8k | 41.42 |
| 2023-06-30 | $167k | 3.8k | 43.80 |
| 2023-03-31 | $311k | 7.4k | 41.93 |
| 2022-12-31 | $117k | 2.9k | 40.51 |
| 2022-09-30 | $12k | 317 | 37.85 |
| 2022-06-30 | $17k | 442 | 38.46 |
| 2022-03-31 | $15k | 312 | 48.08 |
| 2021-12-31 | $16k | 160 | 100.00 |
More positions owned by Beaird Harris Wealth Management
View all positions for Beaird Harris Wealth Management