Schwab U S Small Cap ETF shares owned by Finer Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Finer Wealth Management
from 13F filings
Historical chart of Finer 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 Finer Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $836k | 30k | 27.90 |
| 2025-06-30 | $891k | 35k | 25.30 |
| 2025-03-31 | $920k | 39k | 23.43 |
| 2024-12-31 | $1.1M | 43k | 25.86 |
| 2024-09-30 | $930k | 18k | 51.50 |
| 2024-06-30 | $559k | 12k | 47.45 |
| 2024-03-31 | $290k | 5.9k | 49.24 |