Schwab U S Small Cap ETF shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks 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 Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $787k | 28k | 28.65 |
| 2025-06-30 | $719k | 28k | 26.03 |
| 2025-03-31 | $624k | 29k | 21.66 |
| 2024-12-31 | $775k | 29k | 26.94 |
| 2024-09-30 | $746k | 29k | 25.71 |
| 2024-06-30 | $742k | 15k | 51.08 |
| 2024-03-31 | $686k | 15k | 46.25 |
| 2023-12-31 | $693k | 15k | 45.78 |
| 2023-09-30 | $580k | 15k | 38.49 |
| 2023-06-30 | $681k | 15k | 45.14 |
| 2023-03-31 | $613k | 15k | 40.78 |
| 2022-12-31 | $691k | 16k | 44.29 |
| 2022-09-30 | $614k | 16k | 39.54 |
| 2022-06-30 | $598k | 15k | 40.27 |
| 2022-03-31 | $696k | 15k | 45.77 |
| 2021-12-31 | $696k | 7.6k | 91.86 |
| 2021-09-30 | $838k | 7.6k | 110.13 |
| 2021-06-30 | $721k | 7.3k | 98.16 |
| 2021-03-31 | $686k | 6.6k | 103.91 |
| 2020-12-31 | $640k | 6.6k | 96.71 |
| 2020-09-30 | $518k | 6.6k | 78.45 |
| 2020-06-30 | $473k | 6.9k | 68.89 |
| 2020-03-31 | $404k | 6.6k | 61.25 |
| 2019-12-31 | $495k | 6.6k | 74.49 |
| 2019-09-30 | $439k | 6.5k | 67.97 |
| 2019-06-30 | $458k | 6.4k | 71.45 |
| 2019-03-31 | $413k | 5.9k | 69.88 |
| 2018-12-31 | $374k | 6.2k | 60.55 |
| 2018-09-30 | $450k | 5.9k | 76.17 |
| 2018-06-30 | $369k | 5.0k | 74.43 |
| 2018-03-31 | $289k | 4.2k | 68.19 |
| 2017-12-31 | $221k | 3.2k | 69.56 |
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