Schwab U S Small Cap ETF shares owned by Kiely Wealth Advisory Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Kiely Wealth Advisory Group
from 13F filings
Historical chart of Kiely Wealth Advisory Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Kiely Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15k | 524 | 27.64 |
| 2024-06-30 | $13k | 262 | 47.92 |
| 2024-03-31 | $12k | 262 | 46.96 |
| 2023-12-31 | $12k | 262 | 46.39 |
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