Schwab U S Small Cap ETF shares owned by FinDec Wealth Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by FinDec Wealth Services
from 13F filings
Historical chart of FinDec Wealth Services investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by FinDec Wealth Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by FinDec Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $224k | 9.6k | 23.43 |
| 2024-12-31 | $398k | 15k | 25.86 |
| 2024-09-30 | $928k | 18k | 51.50 |
| 2024-06-30 | $851k | 18k | 47.45 |
| 2024-03-31 | $904k | 18k | 49.24 |
| 2023-12-31 | $868k | 18k | 47.24 |
| 2023-09-30 | $334k | 8.1k | 41.42 |
| 2023-06-30 | $374k | 8.5k | 43.80 |
| 2023-03-31 | $343k | 8.2k | 41.93 |
| 2022-12-31 | $388k | 9.6k | 40.51 |