Schwab U S Small Cap ETF shares owned by Jamison Private Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Jamison Private Wealth Management
from 13F filings
Historical chart of Jamison Private 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 Jamison Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 9.0k | 27.90 |
| 2025-06-30 | $234k | 9.2k | 25.30 |
| 2025-03-31 | $216k | 9.2k | 23.43 |
| 2024-12-31 | $248k | 9.6k | 25.86 |
| 2024-09-30 | $235k | 4.6k | 51.50 |
| 2024-06-30 | $216k | 4.6k | 47.45 |
| 2024-03-31 | $245k | 5.0k | 49.24 |
| 2023-12-31 | $97k | 2.1k | 47.25 |
| 2023-09-30 | $82k | 2.0k | 41.43 |
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