Schwab U S Small Cap ETF shares owned by Paces Ferry Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Paces Ferry Wealth Advisors
from 13F filings
Historical chart of Paces Ferry Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Paces Ferry Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 114k | 27.90 |
| 2025-06-30 | $2.9M | 116k | 25.30 |
| 2025-03-31 | $2.8M | 120k | 23.43 |
| 2024-12-31 | $3.1M | 121k | 25.86 |
| 2024-09-30 | $3.1M | 61k | 51.50 |
| 2024-06-30 | $2.9M | 61k | 47.45 |
| 2024-03-31 | $3.1M | 63k | 49.24 |
| 2023-12-31 | $4.5M | 95k | 47.24 |
| 2023-09-30 | $3.9M | 95k | 41.42 |
| 2023-06-30 | $4.2M | 96k | 43.80 |
| 2023-03-31 | $3.7M | 89k | 41.93 |
| 2022-12-31 | $3.4M | 83k | 40.51 |
| 2022-09-30 | $3.3M | 88k | 37.80 |
| 2022-06-30 | $3.3M | 85k | 38.99 |
| 2022-03-31 | $3.9M | 83k | 47.36 |
| 2021-12-31 | $4.1M | 40k | 102.40 |
| 2021-09-30 | $3.5M | 35k | 100.09 |
| 2021-06-30 | $3.7M | 36k | 104.17 |
| 2021-03-31 | $3.5M | 35k | 99.68 |
| 2020-12-31 | $2.8M | 31k | 88.99 |
| 2020-09-30 | $2.1M | 31k | 68.32 |
More positions owned by Paces Ferry Wealth Advisors
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