Schwab U S Small Cap ETF shares owned by My Purposeful Wealth Corp.
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by My Purposeful Wealth Corp.
from 13F filings
Historical chart of My Purposeful Wealth Corp. investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by My Purposeful Wealth Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 219k | 27.90 |
| 2025-06-30 | $5.3M | 205k | 25.84 |
| 2025-03-31 | $4.5M | 190k | 23.43 |
| 2024-12-31 | $4.1M | 159k | 25.86 |
| 2024-09-30 | $3.9M | 77k | 51.50 |
| 2024-06-30 | $3.4M | 72k | 47.45 |
| 2024-03-31 | $3.2M | 65k | 49.24 |
| 2023-12-31 | $2.4M | 51k | 47.24 |
| 2023-09-30 | $1.5M | 36k | 41.42 |
| 2023-06-30 | $1.6M | 36k | 43.80 |
| 2023-03-31 | $1.5M | 36k | 41.93 |
| 2022-12-31 | $1.5M | 36k | 40.51 |
More positions owned by My Purposeful Wealth Corp.
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