Schwab U S Small Cap ETF shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $223k | 8.0k | 27.90 |
| 2025-06-30 | $209k | 8.3k | 25.30 |
| 2025-03-31 | $212k | 9.1k | 23.43 |
| 2024-12-31 | $242k | 9.3k | 25.86 |
| 2024-09-30 | $226k | 4.4k | 51.50 |
| 2024-06-30 | $197k | 4.2k | 47.45 |
| 2024-03-31 | $192k | 3.9k | 49.24 |
| 2023-12-31 | $175k | 3.7k | 47.24 |
| 2023-09-30 | $141k | 3.4k | 41.42 |
| 2023-06-30 | $147k | 3.4k | 43.80 |
| 2023-03-31 | $132k | 3.1k | 41.93 |
| 2022-12-31 | $146k | 3.6k | 40.42 |
| 2022-09-30 | $125k | 3.3k | 37.84 |
| 2022-06-30 | $121k | 3.1k | 38.97 |
| 2022-03-31 | $65k | 1.4k | 47.10 |
| 2021-12-31 | $59k | 575 | 102.61 |
More positions owned by Kathleen S. Wright Associates
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