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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Cassady Schiller Wealth Management 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
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