Schwab U S Small Cap ETF shares owned by Madison Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Madison Wealth Management
from 13F filings
Historical chart of Madison 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 Madison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $463k | 11k | 41.42 |
| 2023-06-30 | $489k | 11k | 43.80 |
| 2023-03-31 | $458k | 11k | 41.93 |
| 2022-12-31 | $473k | 12k | 40.51 |
| 2022-09-30 | $418k | 11k | 37.85 |
| 2022-06-30 | $427k | 11k | 39.01 |
| 2022-03-31 | $498k | 11k | 47.34 |
| 2021-12-31 | $536k | 5.2k | 102.39 |
| 2021-09-30 | $523k | 5.2k | 100.02 |
| 2021-06-30 | $569k | 5.5k | 104.19 |
| 2021-03-31 | $544k | 5.5k | 99.62 |
| 2020-12-31 | $484k | 5.4k | 89.07 |
| 2020-09-30 | $370k | 5.4k | 68.40 |
| 2020-06-30 | $353k | 5.4k | 65.26 |
| 2020-03-31 | $381k | 7.4k | 51.58 |
| 2019-12-31 | $1.3M | 17k | 75.65 |