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

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

Historical chart of Ironwood 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 Ironwood 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 Ironwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 28k 51.50
2024-06-30 $1.4M 29k 47.45
2024-03-31 $1.4M 28k 49.24
2023-12-31 $1.4M 29k 47.24
2023-09-30 $3.1M 75k 41.42
2023-06-30 $3.4M 77k 43.80
2023-03-31 $3.2M 77k 41.93
2022-12-31 $3.3M 82k 40.51
2022-09-30 $1.0M 27k 39.01
2022-06-30 $1.0M 27k 39.01
2022-03-31 $1.2M 26k 47.36
2021-12-31 $1.4M 14k 102.43
2021-09-30 $1.4M 13k 104.13
2021-06-30 $1.4M 13k 104.13
2021-03-31 $1.7M 17k 99.66
2020-12-31 $2.2M 25k 89.01
2020-09-30 $1.9M 30k 65.35
2020-06-30 $1.9M 30k 65.35
2020-03-31 $2.1M 41k 51.51
2019-12-31 $6.0M 79k 75.64
2019-09-30 $5.6M 81k 69.73
2019-06-30 $5.8M 81k 71.48
2019-03-31 $5.4M 78k 69.93
2018-12-31 $4.5M 75k 60.68
2018-09-30 $6.1M 80k 76.17
2018-06-30 $5.1M 70k 73.57
2017-09-30 $3.0M 45k 67.37