Schwab U S Small Cap ETF shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Madison Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $772k | 15k | 51.50 |
| 2024-06-30 | $753k | 16k | 47.45 |
| 2024-03-31 | $734k | 15k | 49.24 |
| 2023-12-31 | $672k | 14k | 47.24 |
| 2023-09-30 | $217k | 5.2k | 41.42 |
| 2023-06-30 | $217k | 5.0k | 43.80 |
| 2023-03-31 | $206k | 4.9k | 41.93 |