Schwab U S Small Cap ETF shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $705k | 14k | 51.50 |
| 2024-06-30 | $649k | 14k | 47.45 |
| 2024-03-31 | $674k | 14k | 49.24 |
| 2023-12-31 | $664k | 14k | 47.24 |
| 2023-09-30 | $228k | 5.5k | 41.42 |