Schwab U S Small Cap ETF shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence 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 Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $6.2M | 90k | 69.73 |
| 2020-06-30 | $5.1M | 79k | 65.35 |
| 2020-03-31 | $4.0M | 78k | 51.51 |
| 2019-12-31 | $6.2M | 90k | 69.73 |
| 2019-09-30 | $6.2M | 90k | 69.73 |
| 2019-06-30 | $5.8M | 81k | 71.48 |
| 2019-03-31 | $5.3M | 76k | 69.93 |
| 2018-12-31 | $3.7M | 60k | 60.69 |
| 2018-09-30 | $4.4M | 58k | 76.17 |
| 2018-06-30 | $3.8M | 52k | 73.58 |
| 2018-03-31 | $3.3M | 48k | 69.13 |
| 2017-12-31 | $3.0M | 43k | 69.73 |
| 2017-09-30 | $2.5M | 37k | 67.37 |
| 2017-06-30 | $2.0M | 32k | 62.98 |
| 2017-03-31 | $2.0M | 32k | 62.98 |
| 2016-12-31 | $1.1M | 18k | 61.48 |
| 2016-09-30 | $900k | 16k | 57.53 |
| 2016-06-30 | $736k | 14k | 54.05 |
| 2016-03-31 | $660k | 13k | 52.04 |
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