Schwab U S Small Cap ETF shares owned by Raffa Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Raffa Wealth Management
from 13F filings
Historical chart of Raffa Wealth Management investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Raffa 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 Raffa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $110k | 3.0k | 36.13 |
| 2026-03-31 | $88k | 3.0k | 29.08 |
| 2025-12-31 | $86k | 3.0k | 28.48 |
| 2025-09-30 | $85k | 3.0k | 27.90 |
| 2025-06-30 | $79k | 3.1k | 25.30 |
| 2025-03-31 | $73k | 3.1k | 23.43 |
| 2024-12-31 | $80k | 3.1k | 25.86 |
| 2024-09-30 | $81k | 1.6k | 51.51 |
| 2024-06-30 | $74k | 1.6k | 47.46 |
| 2024-03-31 | $77k | 1.6k | 49.25 |
| 2023-12-31 | $74k | 1.6k | 47.25 |
| 2023-09-30 | $65k | 1.6k | 41.43 |
| 2023-06-30 | $69k | 1.6k | 43.81 |
| 2023-03-31 | $66k | 1.6k | 41.94 |
| 2022-12-31 | $63k | 1.6k | 40.52 |
| 2022-09-30 | $59k | 1.6k | 37.81 |
| 2022-06-30 | $61k | 1.6k | 39.00 |
| 2022-03-31 | $74k | 1.6k | 47.37 |
| 2021-12-31 | $80k | 783 | 102.43 |
| 2021-09-30 | $78k | 783 | 100.13 |
| 2021-06-30 | $81k | 781 | 104.18 |
| 2021-03-31 | $78k | 779 | 99.72 |
| 2020-12-31 | $69k | 778 | 88.96 |
| 2020-09-30 | $53k | 778 | 68.29 |
| 2020-06-30 | $51k | 778 | 65.31 |
| 2020-03-31 | $40k | 778 | 51.50 |
| 2019-12-31 | $59k | 778 | 75.61 |
| 2019-09-30 | $54k | 778 | 69.70 |
| 2019-03-31 | $54k | 778 | 69.90 |
| 2018-12-31 | $47k | 778 | 60.65 |
| 2018-09-30 | $59k | 778 | 76.14 |
| 2018-06-30 | $57k | 778 | 73.54 |
| 2018-03-31 | $54k | 778 | 69.10 |
| 2017-12-31 | $54k | 778 | 69.71 |
| 2017-09-30 | $57k | 851 | 67.34 |
| 2017-06-30 | $54k | 851 | 63.88 |
| 2017-03-31 | $54k | 851 | 62.95 |
| 2016-12-31 | $52k | 851 | 61.45 |
| 2016-03-31 | $8.6k | 165 | 52.10 |
| 2015-12-31 | $8.6k | 164 | 52.22 |
| 2015-09-30 | $8.3k | 164 | 50.70 |