Schwab U S Small Cap ETF shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller 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 Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $27k | 1.1k | 25.86 |
| 2024-09-30 | $31k | 596 | 51.48 |
| 2024-06-30 | $28k | 590 | 47.43 |
| 2024-03-31 | $46k | 930 | 49.23 |
| 2023-12-31 | $28k | 590 | 47.22 |
| 2023-09-30 | $25k | 606 | 41.40 |
| 2023-06-30 | $32k | 724 | 43.80 |
| 2023-03-31 | $39k | 929 | 41.92 |
| 2022-12-31 | $37k | 914 | 40.49 |
| 2021-12-31 | $26k | 258 | 100.78 |
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