Schwab U S Small Cap ETF shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $350k | 15k | 23.43 |
| 2024-12-31 | $385k | 15k | 25.86 |
| 2024-09-30 | $401k | 7.8k | 51.50 |
| 2024-06-30 | $369k | 7.7k | 47.61 |
| 2024-03-31 | $382k | 7.7k | 49.24 |
| 2023-12-31 | $368k | 7.8k | 47.24 |
| 2023-09-30 | $307k | 7.9k | 38.76 |
| 2023-06-30 | $333k | 7.6k | 43.80 |
| 2023-03-31 | $299k | 7.1k | 41.93 |
| 2022-12-31 | $289k | 7.1k | 40.51 |
| 2022-09-30 | $90k | 2.4k | 37.91 |
| 2022-06-30 | $92k | 2.4k | 38.80 |
| 2022-03-31 | $112k | 2.4k | 47.32 |
| 2021-12-31 | $137k | 1.3k | 102.16 |
| 2021-09-30 | $134k | 1.3k | 100.07 |
| 2021-06-30 | $139k | 1.3k | 104.04 |
| 2021-03-31 | $133k | 1.3k | 99.63 |
| 2020-12-31 | $119k | 1.3k | 89.21 |
| 2020-09-30 | $91k | 1.3k | 68.22 |
| 2020-06-30 | $91k | 1.4k | 65.37 |
| 2020-03-31 | $72k | 1.4k | 51.76 |
More positions owned by Carolinas Wealth Consulting
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