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
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Ironwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $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 | $1.3M | 13k | 100.11 |
| 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 |
More positions owned by Ironwood Wealth Management
View all positions for Ironwood Wealth Management