Schwab U S Small Cap ETF shares owned by Iron Horse Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Iron Horse Wealth Management
from 13F filings
Historical chart of Iron Horse 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 Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Iron Horse Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $23k | 910 | 25.30 |
| 2025-03-31 | $21k | 910 | 23.43 |
| 2024-12-31 | $24k | 910 | 25.86 |
| 2024-09-30 | $23k | 455 | 51.50 |
| 2024-06-30 | $22k | 455 | 47.45 |
| 2024-03-31 | $12k | 250 | 49.24 |
| 2023-12-31 | $12k | 250 | 47.24 |
| 2023-09-30 | $10k | 250 | 41.42 |
| 2023-03-31 | $10k | 242 | 41.93 |
| 2022-12-31 | $2.0k | 46 | 43.48 |
| 2021-12-31 | $58k | 569 | 101.93 |
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