Schwab U S Small Cap ETF shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Carolina Wealth Advisors 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 Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.9M | 99k | 49.24 |
| 2023-12-31 | $4.6M | 97k | 47.24 |
| 2023-09-30 | $4.1M | 98k | 41.42 |
| 2023-06-30 | $4.7M | 108k | 43.80 |
| 2023-03-31 | $4.5M | 107k | 41.93 |
| 2022-12-31 | $4.4M | 109k | 40.51 |
| 2022-09-30 | $4.2M | 110k | 37.80 |
| 2022-06-30 | $4.3M | 109k | 38.99 |
| 2022-03-31 | $5.0M | 105k | 47.36 |
| 2021-12-31 | $5.3M | 51k | 102.40 |
| 2021-09-30 | $5.0M | 50k | 100.10 |
| 2021-06-30 | $5.2M | 50k | 104.18 |
| 2021-03-31 | $5.2M | 52k | 99.66 |
| 2020-12-31 | $4.9M | 55k | 89.01 |
| 2020-09-30 | $4.2M | 61k | 68.31 |
| 2020-06-30 | $3.8M | 59k | 65.34 |
| 2020-03-31 | $3.0M | 58k | 51.53 |
| 2019-12-31 | $3.6M | 48k | 75.63 |