Schwab U S Small Cap ETF shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle 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 Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $283k | 5.5k | 51.50 |
| 2024-06-30 | $261k | 5.5k | 47.61 |
| 2024-03-31 | $274k | 5.6k | 49.24 |
| 2023-12-31 | $263k | 5.6k | 47.24 |
| 2023-09-30 | $231k | 5.6k | 41.42 |
| 2023-06-30 | $271k | 6.2k | 43.80 |
| 2023-03-31 | $287k | 6.8k | 41.93 |
| 2022-12-31 | $295k | 7.3k | 40.51 |
| 2022-09-30 | $418k | 11k | 37.78 |
| 2022-06-30 | $826k | 21k | 38.97 |