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Schwab U S Small Cap ETF shares owned by Gray Wealth Management

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

Historical chart of Gray Wealth Management 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 Gray Wealth Management 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 Gray Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $447k 17k 25.86
2024-09-30 $420k 8.2k 51.50
2024-06-30 $371k 7.8k 47.45
2024-03-31 $404k 8.2k 49.24
2023-12-31 $396k 8.4k 47.24
2023-09-30 $347k 8.4k 41.42
2023-06-30 $362k 8.3k 43.80
2023-03-31 $371k 8.9k 41.93
2022-12-31 $355k 8.8k 40.51
2022-09-30 $339k 9.0k 37.83
2022-06-30 $393k 10k 39.03
2022-03-31 $476k 10k 47.35
2021-12-31 $515k 5.0k 102.47
2021-09-30 $503k 5.0k 100.08
2021-06-30 $539k 5.2k 104.09
2021-03-31 $516k 5.2k 99.65
2020-12-31 $461k 5.2k 89.03
2020-09-30 $349k 5.1k 68.26
2020-06-30 $334k 5.1k 65.32
2020-03-31 $265k 5.2k 51.38