Schwab U S Small Cap ETF shares owned by Independent Wealth Network
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Independent Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $214k | 5.9k | 36.13 |
| 2024-09-30 | $497k | 9.6k | 51.50 |
| 2024-03-31 | $225k | 4.6k | 49.24 |
| 2023-12-31 | $390k | 8.2k | 47.24 |
| 2023-09-30 | $342k | 8.2k | 41.42 |
| 2023-06-30 | $354k | 8.1k | 43.80 |
| 2023-03-31 | $289k | 6.9k | 41.93 |
| 2022-12-31 | $270k | 6.7k | 40.51 |
| 2022-09-30 | $244k | 6.4k | 37.87 |
| 2022-06-30 | $212k | 5.4k | 39.07 |
| 2022-03-31 | $342k | 7.2k | 47.35 |
| 2021-12-31 | $376k | 3.7k | 102.29 |
| 2021-09-30 | $325k | 3.0k | 108.84 |
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