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Schwab U S Small Cap ETF shares owned by GPWM

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by GPWM from 13F filings

Historical chart of GPWM 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 GPWM 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 GPWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5k 88 51.50
2024-06-30 $4.2k 88 47.45
2024-03-31 $4.3k 88 49.24
2023-12-31 $4.2k 88 47.24
2023-09-30 $3.6k 88 41.42
2023-06-30 $4.9k 112 43.79
2023-03-31 $4.7k 112 41.93
2022-12-31 $18k 433 40.51
2022-09-30 $17k 446 38.12
2022-06-30 $19k 490 38.78
2022-03-31 $24k 512 46.88
2021-12-31 $25k 241 103.73