Schwab U S Small Cap ETF shares owned by Horizons Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Horizons Wealth Management
from 13F filings
Historical chart of Horizons 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 Horizons Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 8.4k | 27.90 |
| 2025-06-30 | $213k | 8.4k | 25.30 |
| 2025-03-31 | $197k | 8.4k | 23.43 |
| 2024-12-31 | $216k | 8.3k | 25.86 |
| 2024-09-30 | $215k | 4.2k | 51.50 |
| 2024-06-30 | $208k | 4.2k | 49.92 |
| 2024-03-31 | $208k | 4.4k | 47.24 |
| 2023-09-30 | $182k | 4.4k | 41.42 |
| 2023-06-30 | $192k | 4.4k | 43.74 |
| 2023-03-31 | $184k | 4.4k | 41.93 |
| 2022-12-31 | $178k | 4.4k | 40.49 |
| 2022-09-30 | $166k | 4.4k | 37.76 |
| 2022-06-30 | $200k | 4.4k | 45.50 |
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