Schwab U S Small Cap ETF shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services 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 Keystone Wealth Services 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 Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $289k | 5.6k | 51.50 |
| 2024-06-30 | $268k | 5.6k | 47.45 |
| 2024-03-31 | $276k | 5.6k | 49.24 |
| 2023-12-31 | $265k | 5.6k | 47.24 |
| 2023-09-30 | $232k | 5.6k | 41.42 |
| 2023-06-30 | $247k | 5.6k | 43.80 |
| 2023-03-31 | $237k | 5.7k | 41.93 |
| 2022-12-31 | $229k | 5.6k | 40.51 |
| 2022-09-30 | $213k | 5.6k | 37.75 |
| 2022-06-30 | $220k | 5.6k | 39.00 |
| 2022-03-31 | $357k | 7.5k | 47.30 |
| 2021-12-31 | $662k | 6.5k | 102.40 |