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Schwab U S Small Cap ETF shares owned by Chesapeake Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Chesapeake Wealth Management from 13F filings

Historical chart of Chesapeake 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 Chesapeake 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 Chesapeake Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 82k 51.50
2024-06-30 $3.8M 81k 47.45
2024-03-31 $4.0M 81k 49.24
2023-12-31 $3.9M 82k 47.24
2023-09-30 $3.3M 79k 41.42
2023-06-30 $3.5M 79k 43.80
2023-03-31 $3.3M 78k 41.93
2022-12-31 $3.1M 77k 40.51
2022-09-30 $2.9M 77k 37.80
2022-06-30 $3.1M 79k 38.99
2022-03-31 $3.6M 77k 47.35
2021-12-31 $3.9M 38k 102.40
2021-09-30 $3.9M 39k 100.11
2021-06-30 $4.5M 43k 104.19
2021-03-31 $4.3M 43k 99.66
2020-12-31 $3.9M 44k 89.00
2020-09-30 $3.0M 44k 68.33
2020-06-30 $2.8M 43k 65.35
2020-03-31 $2.2M 43k 51.53
2019-12-31 $3.1M 42k 75.63
2019-09-30 $2.8M 40k 69.72
2019-06-30 $2.8M 39k 71.49
2019-03-31 $2.5M 36k 69.92
2018-12-31 $2.2M 36k 60.69
2018-09-30 $2.7M 36k 76.17
2018-06-30 $2.7M 37k 73.57
2018-03-31 $2.8M 40k 69.14