Schwab U S Small Cap ETF shares owned by Fonville Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Fonville Wealth Management
from 13F filings
Historical chart of Fonville Wealth Management investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Fonville Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Fonville Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.4M | 27k | 51.50 |
2024-06-30 | $1.4M | 29k | 47.60 |
2024-03-31 | $1.5M | 31k | 49.24 |
2023-12-31 | $1.5M | 31k | 47.24 |
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