Schwab U S Small Cap ETF shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $8.1M | 321k | 25.29 |
| 2025-03-31 | $7.2M | 306k | 23.46 |
| 2024-12-31 | $7.6M | 295k | 25.86 |
| 2024-09-30 | $7.4M | 144k | 51.50 |
| 2024-03-31 | $7.1M | 143k | 49.24 |
| 2023-12-31 | $6.7M | 143k | 47.24 |
| 2023-09-30 | $5.8M | 140k | 41.42 |
| 2023-06-30 | $7.2M | 165k | 43.80 |
| 2023-03-31 | $7.1M | 170k | 41.93 |
| 2022-12-31 | $6.6M | 164k | 40.51 |
| 2022-09-30 | $6.3M | 168k | 37.79 |
| 2022-06-30 | $6.5M | 167k | 38.99 |
| 2022-03-31 | $7.5M | 159k | 47.36 |
| 2021-12-31 | $10M | 98k | 102.40 |
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