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
Download as csvQuarterly 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 |