Schwab U S Small Cap ETF shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners 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 Core Wealth Partners 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 Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $204k | 5.6k | 36.13 |
| 2025-03-31 | $297k | 13k | 23.43 |
| 2024-12-31 | $327k | 13k | 25.86 |
| 2024-09-30 | $269k | 5.2k | 51.50 |