Schwab U S Small Cap ETF shares owned by Grant Private Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Grant Private Wealth Management
from 13F filings
Historical chart of Grant Private Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Grant Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $260k | 9.3k | 27.90 |
| 2025-03-31 | $242k | 10k | 23.43 |
| 2024-12-31 | $272k | 11k | 25.86 |
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