Schwab U S Small Cap ETF shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Newport Wealth Strategies 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 Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $3.5M | 35k | 100.11 |
| 2021-06-30 | $3.1M | 30k | 104.19 |
| 2021-03-31 | $3.0M | 30k | 99.66 |
| 2020-12-31 | $538k | 7.9k | 68.37 |
| 2020-09-30 | $545k | 7.9k | 69.26 |
| 2020-06-30 | $277k | 4.2k | 65.22 |
| 2020-03-31 | $1.5M | 27k | 55.62 |
| 2019-12-31 | $2.6M | 35k | 75.30 |
| 2019-09-30 | $2.5M | 35k | 69.72 |
| 2019-06-30 | $2.5M | 35k | 71.41 |
| 2019-03-31 | $2.5M | 35k | 71.01 |
| 2018-12-31 | $1.9M | 30k | 64.09 |
| 2018-09-30 | $2.2M | 33k | 68.14 |
| 2018-06-30 | $2.6M | 35k | 73.56 |
| 2018-03-31 | $4.7M | 68k | 69.13 |
| 2017-12-31 | $5.1M | 71k | 71.60 |