Schwab U S Small Cap ETF shares owned by MBE Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by MBE Wealth Management
from 13F filings
Historical chart of MBE Wealth Management investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by MBE Wealth Management 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 MBE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 9.2k | 27.90 |
| 2025-06-30 | $232k | 9.2k | 25.30 |
| 2025-03-31 | $215k | 9.2k | 23.43 |
| 2024-12-31 | $234k | 9.1k | 25.86 |
| 2024-09-30 | $233k | 4.5k | 51.50 |
| 2020-03-31 | $26k | 505 | 51.49 |