Schwab U S Small Cap ETF shares owned by Cooksen Wealth
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cooksen Wealth
from 13F filings
Historical chart of Cooksen Wealth 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 Cooksen Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Cooksen Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $580k | 21k | 27.90 |
| 2025-06-30 | $522k | 21k | 25.30 |
| 2025-03-31 | $658k | 13k | 49.24 |
| 2024-12-31 | $532k | 21k | 25.86 |
| 2024-09-30 | $616k | 12k | 51.50 |
| 2024-06-30 | $617k | 13k | 47.45 |
| 2024-03-31 | $658k | 13k | 49.24 |
| 2023-12-31 | $640k | 14k | 47.24 |