Schwab U S Small Cap ETF shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson 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 Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $390k | 7.6k | 51.50 |
| 2024-06-30 | $359k | 7.6k | 47.45 |
| 2024-03-31 | $431k | 8.8k | 49.24 |
| 2023-12-31 | $417k | 8.8k | 47.24 |
| 2023-09-30 | $370k | 8.9k | 41.42 |
| 2023-06-30 | $393k | 9.0k | 43.80 |
| 2023-03-31 | $351k | 8.4k | 41.93 |
| 2022-12-31 | $340k | 8.4k | 40.51 |
| 2022-09-30 | $334k | 8.8k | 37.86 |
| 2022-06-30 | $298k | 7.6k | 39.02 |
| 2022-03-31 | $332k | 7.0k | 47.33 |
| 2021-09-30 | $219k | 2.2k | 100.00 |
| 2021-06-30 | $228k | 2.2k | 104.11 |
| 2021-03-31 | $218k | 2.2k | 99.54 |
| 2020-09-30 | $150k | 2.2k | 68.49 |
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