Schwab U S Small Cap ETF shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood 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 Elmwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 50k | 27.90 |
| 2025-06-30 | $1.3M | 51k | 25.30 |
| 2025-03-31 | $1.2M | 52k | 23.43 |
| 2024-12-31 | $1.4M | 53k | 25.86 |
| 2024-09-30 | $1.5M | 28k | 51.50 |
| 2024-06-30 | $1.3M | 28k | 47.45 |
| 2024-03-31 | $1.4M | 29k | 49.24 |
| 2023-12-31 | $412k | 8.7k | 47.24 |
| 2023-09-30 | $1.4M | 33k | 41.42 |
| 2023-06-30 | $1.5M | 35k | 43.80 |
| 2023-03-31 | $1.5M | 37k | 41.93 |
| 2022-12-31 | $1.5M | 37k | 40.51 |
| 2022-09-30 | $1.4M | 37k | 37.81 |
| 2022-06-30 | $1.5M | 39k | 38.98 |
| 2022-03-31 | $1.8M | 38k | 47.35 |
| 2021-12-31 | $1.7M | 17k | 102.37 |
| 2021-06-30 | $1.6M | 16k | 104.16 |
| 2021-03-31 | $1.6M | 16k | 99.66 |
| 2020-09-30 | $947k | 15k | 65.32 |
| 2020-06-30 | $947k | 15k | 65.32 |
| 2020-03-31 | $2.9M | 42k | 69.13 |
| 2019-12-31 | $1.6M | 21k | 75.64 |
| 2019-09-30 | $1.5M | 21k | 69.73 |
| 2019-06-30 | $1.6M | 22k | 71.46 |
| 2019-03-31 | $1.6M | 23k | 69.94 |
| 2018-12-31 | $2.4M | 39k | 60.69 |
| 2018-09-30 | $2.9M | 39k | 76.17 |
| 2018-06-30 | $2.8M | 38k | 73.57 |
| 2018-03-31 | $2.9M | 42k | 69.13 |