Schwab U S Small Cap ETF shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 262k | 47.24 |
| 2023-09-30 | $10M | 247k | 41.42 |
| 2023-06-30 | $12M | 283k | 43.80 |
| 2023-03-31 | $12M | 283k | 41.93 |
| 2022-12-31 | $12M | 295k | 40.51 |
| 2022-09-30 | $9.7M | 256k | 37.80 |
| 2022-06-30 | $6.4M | 164k | 38.99 |
| 2022-03-31 | $7.1M | 150k | 47.36 |
| 2021-12-31 | $7.6M | 74k | 102.40 |
| 2021-09-30 | $6.4M | 64k | 100.10 |
| 2021-06-30 | $6.0M | 57k | 104.17 |
| 2021-03-31 | $5.0M | 50k | 99.66 |
| 2020-12-31 | $3.9M | 44k | 89.00 |