Schwab U S Small Cap ETF shares owned by Glassman Wealth Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Glassman Wealth Services
from 13F filings
Historical chart of Glassman Wealth Services investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Glassman Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Glassman Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $34k | 1.3k | 25.86 |
| 2024-09-30 | $34k | 650 | 51.50 |
| 2024-06-30 | $507k | 11k | 47.45 |
| 2024-03-31 | $12k | 246 | 49.24 |
| 2023-12-31 | $13k | 278 | 47.24 |
| 2023-09-30 | $10k | 246 | 41.42 |
| 2023-06-30 | $11k | 246 | 43.80 |
| 2023-03-31 | $47k | 1.1k | 41.93 |
| 2021-12-31 | $31k | 302 | 102.65 |
| 2021-09-30 | $7.0k | 70 | 100.00 |
| 2021-06-30 | $6.0k | 55 | 109.09 |
| 2021-03-31 | $5.0k | 55 | 90.91 |
| 2020-03-31 | $24k | 473 | 50.74 |
| 2019-12-31 | $11k | 146 | 75.34 |
| 2019-09-30 | $10k | 146 | 68.49 |
| 2019-06-30 | $14k | 195 | 71.79 |
| 2018-09-30 | $6.0k | 73 | 82.19 |
| 2018-06-30 | $5.0k | 73 | 68.49 |
| 2018-03-31 | $5.0k | 73 | 68.49 |
| 2017-12-31 | $5.0k | 73 | 68.49 |
| 2017-09-30 | $5.0k | 73 | 68.49 |
| 2017-06-30 | $5.0k | 73 | 68.49 |