Schwab U S Small Cap ETF shares owned by Bnc Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bnc Wealth Management
from 13F filings
Historical chart of Bnc Wealth Management investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Bnc Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Bnc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 46k | 28.48 |
| 2025-09-30 | $1.4M | 51k | 27.90 |
| 2025-06-30 | $1.4M | 57k | 25.30 |
| 2025-03-31 | $1.4M | 62k | 23.43 |
| 2024-12-31 | $3.0M | 117k | 25.86 |
| 2024-09-30 | $2.9M | 55k | 51.50 |
| 2024-06-30 | $476k | 10k | 47.45 |
| 2024-03-31 | $565k | 12k | 49.24 |
| 2023-12-31 | $309k | 6.5k | 47.24 |
| 2023-09-30 | $238k | 5.7k | 41.42 |
| 2023-06-30 | $252k | 5.7k | 43.80 |
| 2023-03-31 | $268k | 6.4k | 41.93 |
| 2022-12-31 | $270k | 6.7k | 40.51 |
| 2022-09-30 | $249k | 6.6k | 37.74 |
| 2022-06-30 | $257k | 6.6k | 38.94 |
| 2022-03-31 | $313k | 6.6k | 47.42 |
| 2021-12-31 | $347k | 3.4k | 102.42 |