Schwab U S Small Cap ETF shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 10k | 27.90 |
| 2025-06-30 | $250k | 9.9k | 25.30 |
| 2025-03-31 | $264k | 11k | 23.43 |
| 2024-12-31 | $301k | 12k | 25.86 |
| 2024-09-30 | $285k | 5.5k | 51.50 |
| 2024-06-30 | $277k | 5.8k | 47.45 |
| 2024-03-31 | $335k | 6.8k | 49.24 |
| 2023-12-31 | $321k | 6.8k | 47.24 |
| 2023-09-30 | $279k | 6.7k | 41.42 |
| 2023-06-30 | $294k | 6.7k | 43.80 |
| 2023-03-31 | $301k | 7.2k | 41.93 |
| 2022-12-31 | $291k | 7.2k | 40.55 |
| 2022-09-30 | $221k | 5.9k | 37.77 |
| 2022-06-30 | $228k | 5.8k | 39.01 |
| 2022-03-31 | $276k | 5.8k | 47.29 |
| 2021-12-31 | $303k | 3.0k | 102.47 |
| 2021-09-30 | $296k | 3.0k | 100.27 |
| 2021-06-30 | $318k | 3.1k | 104.26 |
| 2014-12-31 | $332k | 6.0k | 55.14 |