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
Download as csvQuarterly 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 |
More positions owned by Global Wealth Strategies & Associates
View all positions for Global Wealth Strategies & Associates