Schwab U S Small Cap ETF shares owned by Long Island Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Long Island Wealth Management
from 13F filings
Historical chart of Long Island 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 Long Island Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $866k | 31k | 27.90 |
| 2025-06-30 | $785k | 31k | 25.30 |
| 2025-03-31 | $631k | 27k | 23.43 |
| 2024-12-31 | $567k | 22k | 25.86 |
| 2024-09-30 | $563k | 11k | 51.50 |
| 2024-06-30 | $517k | 11k | 47.45 |
| 2024-03-31 | $536k | 11k | 49.19 |
| 2023-12-31 | $538k | 11k | 47.25 |
More positions owned by Long Island Wealth Management
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