Schwab U S Small Cap ETF shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 80k | 51.50 |
| 2024-06-30 | $4.0M | 84k | 47.45 |
| 2024-03-31 | $5.8M | 118k | 49.24 |
| 2023-12-31 | $7.7M | 164k | 47.24 |
| 2023-09-30 | $5.2M | 126k | 41.42 |
| 2023-06-30 | $5.1M | 117k | 43.80 |
| 2023-03-31 | $4.7M | 112k | 41.93 |
| 2022-12-31 | $5.1M | 125k | 40.51 |
| 2022-09-30 | $4.2M | 112k | 37.80 |
| 2022-06-30 | $3.7M | 95k | 38.99 |
| 2022-03-31 | $5.3M | 112k | 47.36 |
| 2021-12-31 | $7.1M | 70k | 102.40 |