Schwab U S Small Cap ETF shares owned by PBWM Holdings
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by PBWM Holdings
from 13F filings
Historical chart of PBWM Holdings investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by PBWM Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $1.9M | 46k | 41.93 |
| 2022-12-31 | $1.9M | 46k | 40.51 |
| 2022-09-30 | $1.7M | 46k | 37.79 |
| 2022-06-30 | $1.9M | 48k | 38.99 |
| 2022-03-31 | $2.3M | 48k | 47.35 |
| 2021-12-31 | $2.5M | 25k | 102.41 |
| 2021-09-30 | $2.7M | 27k | 100.11 |
| 2021-06-30 | $2.8M | 27k | 104.18 |
| 2021-03-31 | $2.8M | 29k | 99.66 |
| 2020-12-31 | $2.6M | 29k | 89.00 |
| 2020-09-30 | $2.0M | 30k | 68.32 |
| 2020-06-30 | $1.9M | 30k | 65.33 |
| 2020-03-31 | $623k | 12k | 51.51 |
| 2019-12-31 | $9.8M | 129k | 75.64 |
| 2019-09-30 | $8.3M | 119k | 69.73 |
| 2019-06-30 | $8.4M | 118k | 71.48 |
| 2019-03-31 | $8.3M | 118k | 69.93 |
| 2018-12-31 | $7.0M | 116k | 60.68 |
| 2016-06-30 | $381k | 7.1k | 53.97 |
| 2016-03-31 | $358k | 6.9k | 52.01 |