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 csv Download as ExcelQuarterly 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 |