Schwab U S Small Cap ETF shares owned by Great Waters Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Great Waters Wealth Management
from 13F filings
Historical chart of Great Waters 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 Great Waters Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Great Waters Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 42k | 27.90 |
| 2025-06-30 | $1.2M | 46k | 25.30 |
| 2025-03-31 | $1.1M | 48k | 23.43 |
| 2024-12-31 | $1.2M | 48k | 25.86 |
| 2024-09-30 | $1.3M | 25k | 51.50 |
| 2024-06-30 | $1.2M | 25k | 47.45 |
| 2024-03-31 | $1.3M | 26k | 49.24 |
| 2023-12-31 | $1.2M | 26k | 45.66 |
| 2023-09-30 | $1.3M | 32k | 40.54 |
| 2023-06-30 | $1.4M | 33k | 43.80 |
| 2023-03-31 | $1.4M | 34k | 41.65 |
| 2022-12-31 | $1.6M | 36k | 43.70 |
More positions owned by Great Waters Wealth Management
View all positions for Great Waters Wealth Management