Schwab U S Small Cap ETF shares owned by Blossom Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Blossom Wealth Management
from 13F filings
Historical chart of Blossom 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 Blossom 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 Blossom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 25k | 51.50 |
| 2024-06-30 | $1.1M | 24k | 47.45 |
| 2024-03-31 | $1.1M | 22k | 49.24 |
| 2023-12-31 | $1.0M | 21k | 47.24 |
| 2023-09-30 | $812k | 20k | 41.42 |
| 2023-06-30 | $853k | 20k | 43.80 |
| 2023-03-31 | $764k | 18k | 41.93 |
| 2022-12-31 | $730k | 18k | 40.51 |
| 2022-09-30 | $607k | 16k | 37.81 |
| 2022-06-30 | $626k | 16k | 38.97 |
| 2022-03-31 | $741k | 16k | 47.37 |
| 2021-12-31 | $770k | 7.5k | 102.38 |
| 2021-09-30 | $635k | 6.3k | 100.11 |
| 2021-06-30 | $582k | 5.6k | 104.25 |
| 2021-03-31 | $444k | 4.5k | 99.64 |
| 2020-12-31 | $289k | 3.3k | 88.70 |
More positions owned by Blossom Wealth Management
Home Depot (HD)
View all positions for Blossom Wealth Management