Schwab U S Small Cap ETF shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 9.8k | 27.90 |
| 2025-06-30 | $247k | 9.8k | 25.30 |
| 2025-03-31 | $239k | 10k | 23.43 |
| 2024-12-31 | $264k | 10k | 25.86 |
| 2024-09-30 | $239k | 4.6k | 51.50 |
| 2024-06-30 | $221k | 4.6k | 47.45 |
| 2024-03-31 | $229k | 4.6k | 49.24 |
| 2023-12-31 | $247k | 5.2k | 47.24 |
| 2023-09-30 | $260k | 6.3k | 41.42 |
| 2023-06-30 | $427k | 9.8k | 43.80 |
| 2023-03-31 | $539k | 13k | 41.93 |
| 2022-12-31 | $1.8M | 44k | 40.51 |
More positions owned by Heirloom Wealth Management
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