Schwab U S Small Cap ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $269k | 5.2k | 51.50 |
| 2024-06-30 | $248k | 5.2k | 47.45 |
| 2024-03-31 | $257k | 5.2k | 49.24 |
| 2023-12-31 | $265k | 5.6k | 47.24 |
| 2023-09-30 | $234k | 5.6k | 41.42 |
| 2023-06-30 | $247k | 5.6k | 43.80 |
| 2023-03-31 | $237k | 5.6k | 41.93 |
| 2022-12-31 | $229k | 5.6k | 40.51 |
| 2022-09-30 | $208k | 5.5k | 37.83 |
| 2019-12-31 | $326k | 4.3k | 75.74 |