Schwab U S Small Cap ETF shares owned by Market Street Wealth Management Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Market Street Wealth Management Advisors
from 13F filings
Historical chart of Market Street Wealth Management Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Market Street Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $973k | 19k | 51.50 |
| 2024-06-30 | $897k | 19k | 47.45 |
| 2024-03-31 | $931k | 19k | 49.24 |
| 2023-12-31 | $915k | 19k | 47.24 |
| 2023-09-30 | $804k | 19k | 41.42 |
| 2023-06-30 | $902k | 21k | 43.80 |
| 2023-03-31 | $1.0M | 25k | 41.93 |
| 2022-12-31 | $1.1M | 28k | 40.51 |
| 2022-09-30 | $2.3M | 62k | 37.80 |
| 2022-06-30 | $3.0M | 77k | 38.99 |
| 2022-03-31 | $2.5M | 52k | 47.37 |
| 2021-12-31 | $3.0M | 29k | 102.42 |
| 2021-09-30 | $3.7M | 37k | 100.09 |
| 2021-06-30 | $4.0M | 38k | 104.18 |
| 2021-03-31 | $4.2M | 43k | 99.67 |
| 2020-12-31 | $5.0M | 56k | 89.00 |
| 2020-09-30 | $3.7M | 55k | 68.32 |
| 2020-06-30 | $3.5M | 53k | 65.34 |
| 2020-03-31 | $2.4M | 46k | 51.52 |
| 2019-12-31 | $2.0M | 26k | 75.65 |
| 2019-09-30 | $1.8M | 26k | 69.74 |
| 2019-06-30 | $736k | 10k | 73.10 |
| 2019-03-31 | $648k | 9.3k | 69.93 |
| 2018-12-31 | $438k | 7.2k | 60.69 |
More positions owned by Market Street Wealth Management Advisors
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