Schwab U S Small Cap ETF shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused 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 Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $340k | 12k | 27.90 |
| 2025-06-30 | $307k | 12k | 25.30 |
| 2022-12-31 | $1.7k | 42 | 40.50 |
| 2022-09-30 | $2.0k | 42 | 47.62 |
| 2022-06-30 | $2.0k | 42 | 47.62 |
| 2022-03-31 | $2.0k | 42 | 47.62 |
| 2021-12-31 | $2.0k | 21 | 95.24 |
| 2021-09-30 | $2.0k | 21 | 95.24 |
| 2021-06-30 | $4.0k | 41 | 97.56 |
| 2021-03-31 | $4.0k | 41 | 97.56 |
| 2020-12-31 | $4.0k | 41 | 97.56 |
| 2020-09-30 | $1.0k | 20 | 50.00 |
| 2015-12-31 | $310k | 5.9k | 52.11 |