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Schwab U S Small Cap ETF shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $430k 15k 27.90
2025-06-30 $63k 2.5k 25.30
2025-03-31 $61k 2.6k 23.43
2024-12-31 $77k 3.0k 25.86
2024-09-30 $76k 1.5k 51.50
2024-06-30 $44k 924 47.45
2024-03-31 $46k 924 49.24
2023-12-31 $44k 924 47.25
2023-09-30 $39k 945 41.43
2023-06-30 $41k 945 43.81
2023-03-31 $21k 501 41.95
2022-12-31 $19k 464 40.51