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
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Chesapeake Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $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 |
More positions owned by Chesapeake Wealth Management
View all positions for Chesapeake Wealth Management