Schwab U S Small Cap ETF shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient 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 Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $67k | 2.6k | 25.69 |
| 2024-09-30 | $68k | 1.3k | 51.24 |
| 2024-06-30 | $62k | 1.3k | 46.72 |
| 2024-03-31 | $8.0k | 147 | 54.42 |
| 2023-12-31 | $7.0k | 147 | 47.62 |
| 2023-09-30 | $76k | 1.8k | 41.28 |
| 2023-06-30 | $79k | 1.8k | 43.45 |
| 2023-03-31 | $73k | 1.8k | 40.15 |
| 2022-12-31 | $68k | 1.8k | 37.40 |
| 2022-09-30 | $69k | 1.8k | 37.95 |
| 2022-06-30 | $63k | 1.6k | 38.79 |
| 2022-03-31 | $0 | 6 | 0.00 |
| 2021-12-31 | $0 | 3 | 0.00 |
| 2021-09-30 | $0 | 3 | 0.00 |
| 2021-06-30 | $0 | 3 | 0.00 |
| 2021-03-31 | $0 | 3 | 0.00 |
| 2020-12-31 | $0 | 3 | 0.00 |
| 2020-09-30 | $0 | 3 | 0.00 |
| 2020-06-30 | $0 | 3 | 0.00 |
| 2020-03-31 | $0 | 3 | 0.00 |
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