Schwab U S Small Cap ETF shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission 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 Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.0M | 81k | 49.24 |
| 2023-12-31 | $3.6M | 76k | 47.24 |
| 2023-09-30 | $3.2M | 77k | 41.42 |
| 2023-06-30 | $3.4M | 77k | 43.80 |
| 2023-03-31 | $3.3M | 78k | 41.93 |
| 2022-12-31 | $3.4M | 85k | 40.51 |
| 2022-09-30 | $3.3M | 86k | 37.81 |
| 2022-06-30 | $3.5M | 90k | 38.99 |
| 2022-03-31 | $3.8M | 80k | 47.36 |
| 2021-12-31 | $4.1M | 40k | 102.41 |
| 2021-09-30 | $4.1M | 41k | 100.10 |
| 2021-06-30 | $4.3M | 41k | 104.17 |
| 2021-03-31 | $4.4M | 44k | 99.67 |
| 2020-12-31 | $4.1M | 46k | 89.00 |
| 2020-09-30 | $3.3M | 49k | 68.31 |
| 2020-06-30 | $3.3M | 51k | 65.34 |
| 2020-03-31 | $2.5M | 48k | 51.52 |
| 2019-12-31 | $2.1M | 28k | 75.65 |
| 2019-09-30 | $1.9M | 28k | 69.72 |
| 2019-06-30 | $1.8M | 25k | 71.48 |
| 2019-03-31 | $1.6M | 23k | 69.93 |
| 2018-12-31 | $1.3M | 21k | 60.70 |
| 2018-09-30 | $809k | 11k | 76.13 |
| 2018-06-30 | $704k | 9.6k | 73.52 |
| 2018-03-31 | $556k | 8.0k | 69.14 |