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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Small Cap ETF by Carolinas Wealth Consulting

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