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Schwab U S Small Cap ETF shares owned by Campbell Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Campbell Wealth Management from 13F filings

Historical chart of Campbell 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 Campbell 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 Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 70k 51.50
2024-03-31 $2.6M 53k 49.24
2023-12-31 $1.6M 34k 47.23
2023-09-30 $1.2M 30k 41.41
2023-06-30 $1.3M 29k 43.81
2023-03-31 $1.2M 29k 41.92
2022-12-31 $1.2M 30k 40.51
2022-09-30 $1.1M 29k 37.80
2022-06-30 $667k 17k 38.97
2022-03-31 $689k 15k 47.36
2021-12-31 $775k 7.6k 102.35
2021-09-30 $661k 6.6k 100.05
2021-06-30 $593k 5.7k 104.14
2021-03-31 $569k 5.7k 99.63
2020-12-31 $498k 5.6k 88.99
2020-09-30 $397k 5.8k 68.26
2020-06-30 $359k 5.5k 65.42
2020-03-31 $263k 5.1k 51.53
2019-12-31 $276k 3.6k 75.64
2019-09-30 $266k 3.8k 69.71