Schwab U S Small Cap ETF shares owned by Burton Enright Welch
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Burton Enright Welch
from 13F filings
Historical chart of Burton Enright Welch 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 Burton Enright Welch 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 Burton Enright Welch
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $282k | 9.9k | 28.48 |
| 2025-09-30 | $276k | 9.9k | 27.90 |
| 2025-06-30 | $250k | 9.9k | 25.30 |
| 2025-03-31 | $267k | 11k | 23.43 |
| 2024-12-31 | $276k | 11k | 25.86 |
| 2024-09-30 | $239k | 4.6k | 51.50 |
| 2024-06-30 | $220k | 4.6k | 47.45 |
| 2024-03-31 | $228k | 4.6k | 49.24 |
| 2023-12-31 | $219k | 4.6k | 47.24 |
| 2023-06-30 | $203k | 4.6k | 43.80 |
| 2023-03-31 | $208k | 5.0k | 41.93 |
| 2022-12-31 | $201k | 5.0k | 40.51 |
| 2022-09-30 | $213k | 5.6k | 37.80 |
| 2022-06-30 | $220k | 5.6k | 38.99 |
| 2022-03-31 | $267k | 5.6k | 47.36 |
| 2021-12-31 | $322k | 3.1k | 102.39 |