Schwab U S Small Cap ETF shares owned by Continuum Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Continuum Wealth Advisors
from 13F filings
Historical chart of Continuum Wealth Advisors 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 Continuum Wealth Advisors 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 Continuum Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 8.6k | 27.90 |
| 2025-06-30 | $216k | 8.6k | 25.30 |
| 2025-03-31 | $204k | 8.7k | 23.43 |
| 2024-12-31 | $225k | 8.7k | 25.86 |
| 2024-09-30 | $224k | 4.3k | 51.50 |
| 2024-06-30 | $206k | 4.3k | 47.45 |
| 2024-03-31 | $222k | 4.5k | 49.24 |
| 2023-12-31 | $217k | 4.6k | 47.24 |
| 2023-06-30 | $201k | 4.6k | 43.80 |
| 2022-12-31 | $574k | 14k | 40.51 |