Schwab U S Small Cap ETF shares owned by Paradigm, Strategies in Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Paradigm, Strategies in Wealth Management
from 13F filings
Historical chart of Paradigm, Strategies in 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 Paradigm, Strategies in Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Paradigm, Strategies in Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $848k | 30k | 27.90 |
| 2025-06-30 | $800k | 32k | 25.30 |
| 2025-03-31 | $752k | 32k | 23.43 |
| 2024-12-31 | $793k | 31k | 25.86 |
| 2024-09-30 | $795k | 15k | 51.50 |
| 2024-06-30 | $797k | 17k | 47.45 |
| 2024-03-31 | $852k | 17k | 49.24 |
| 2023-12-31 | $817k | 17k | 47.24 |
| 2023-09-30 | $719k | 17k | 41.42 |
| 2023-06-30 | $758k | 17k | 43.80 |
| 2023-03-31 | $724k | 17k | 41.93 |
| 2022-12-31 | $847k | 21k | 40.51 |
| 2022-09-30 | $788k | 21k | 37.81 |
| 2022-06-30 | $873k | 22k | 39.00 |
| 2022-03-31 | $1.1M | 23k | 47.34 |
| 2021-12-31 | $1.2M | 12k | 102.40 |
| 2021-09-30 | $1.1M | 12k | 100.08 |
| 2021-06-30 | $1.2M | 11k | 104.19 |
| 2021-03-31 | $1.2M | 13k | 99.63 |
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