Schwab U S Small Cap ETF shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns 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 Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 31k | 51.50 |
| 2024-06-30 | $1.6M | 33k | 47.45 |
| 2024-03-31 | $1.8M | 37k | 49.24 |
| 2021-12-31 | $225k | 2.2k | 102.46 |
| 2021-06-30 | $258k | 2.5k | 104.20 |
| 2021-03-31 | $239k | 2.4k | 99.83 |