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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All positions including Schwab U S Small Cap ETF held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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