GSB Wealth Management »

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

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

Historical chart of GSB 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 GSB Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by GSB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $316k 6.1k 51.50
2024-06-30 $319k 6.7k 47.45
2024-03-31 $330k 6.7k 49.24
2023-09-30 $246k 5.9k 41.42
2023-06-30 $309k 7.1k 43.80
2023-03-31 $2.2M 53k 41.93
2022-12-31 $2.2M 55k 40.51
2022-09-30 $2.2M 58k 37.79
2022-06-30 $2.3M 60k 38.98
2022-03-31 $3.0M 62k 47.37
2021-12-31 $2.7M 26k 102.39
2021-09-30 $2.4M 24k 100.11
2021-06-30 $2.3M 22k 104.16
2021-03-31 $2.0M 20k 99.69