Schwab U S Small Cap ETF shares owned by JPL Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by JPL Wealth Management
from 13F filings
Historical chart of JPL Wealth Management investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by JPL 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 JPL Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 13k | 27.90 |
| 2025-06-30 | $336k | 13k | 25.30 |
| 2025-03-31 | $4.5M | 92k | 49.24 |
| 2024-12-31 | $536k | 21k | 25.86 |
| 2024-06-30 | $3.5M | 74k | 47.45 |
| 2024-03-31 | $3.2M | 65k | 49.24 |
| 2023-12-31 | $2.5M | 53k | 47.24 |