Schwab U S Small Cap ETF shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions 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 Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 85k | 27.90 |
| 2025-06-30 | $2.1M | 83k | 25.30 |
| 2025-03-31 | $1.8M | 78k | 23.43 |
| 2024-12-31 | $1.9M | 73k | 25.86 |
| 2024-09-30 | $2.1M | 41k | 51.50 |
| 2024-06-30 | $2.0M | 43k | 47.45 |
| 2024-03-31 | $2.1M | 42k | 49.24 |
| 2023-12-31 | $1.8M | 38k | 47.24 |
| 2023-09-30 | $1.7M | 42k | 41.42 |
| 2023-06-30 | $1.5M | 35k | 43.80 |
| 2023-03-31 | $1.5M | 35k | 41.93 |
| 2022-12-31 | $1.5M | 37k | 40.51 |
| 2022-09-30 | $1.2M | 31k | 37.80 |
| 2022-06-30 | $1.2M | 31k | 38.99 |
| 2022-03-31 | $1.9M | 40k | 47.36 |
| 2021-12-31 | $2.1M | 21k | 102.40 |
| 2021-09-30 | $2.0M | 20k | 100.10 |
| 2021-06-30 | $2.1M | 20k | 104.18 |
| 2021-03-31 | $1.8M | 18k | 99.67 |
| 2020-12-31 | $1.8M | 20k | 89.00 |
| 2020-09-30 | $1.6M | 24k | 68.32 |
| 2020-06-30 | $1.9M | 29k | 65.34 |
| 2020-03-31 | $1.6M | 31k | 51.52 |
| 2019-12-31 | $2.2M | 29k | 75.64 |
More positions owned by Independent Solutions Wealth Management
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