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

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 77k 27.90
2025-06-30 $2.2M 85k 25.30
2025-03-31 $2.4M 102k 23.43
2024-12-31 $2.7M 105k 25.86
2024-09-30 $5.4M 105k 51.17
2024-06-30 $3.0M 64k 47.45
2024-03-31 $3.1M 62k 49.24
2023-12-31 $2.1M 44k 47.24
2023-09-30 $1.8M 44k 41.42
2023-06-30 $1.9M 44k 43.80
2023-03-31 $1.8M 44k 41.93
2022-12-31 $1.8M 44k 40.51
2022-09-30 $1.7M 46k 37.79
2018-06-30 $248k 3.4k 73.44
2018-03-31 $71k 1.0k 67.68
2017-12-31 $74k 1.0k 70.54
2017-09-30 $71k 1.0k 67.68
2017-06-30 $67k 217 308.76
2017-03-31 $21k 377 55.70
2016-12-31 $0 4 0.00