Schwab U S Small Cap ETF shares owned by Red Door Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Red Door Wealth Management
from 13F filings
Historical chart of Red Door Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Red Door Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $806k | 29k | 27.90 |
| 2025-06-30 | $601k | 24k | 25.30 |
| 2025-03-31 | $577k | 25k | 23.43 |
| 2024-12-31 | $437k | 17k | 25.86 |
| 2024-09-30 | $488k | 9.5k | 51.50 |
| 2024-06-30 | $444k | 9.4k | 47.45 |
| 2024-03-31 | $455k | 9.2k | 49.24 |
| 2023-12-31 | $436k | 9.2k | 47.24 |
| 2022-12-31 | $613k | 15k | 40.51 |
| 2021-06-30 | $111k | 1.1k | 103.35 |
| 2021-03-31 | $819k | 8.2k | 100.04 |
| 2020-06-30 | $54k | 838 | 64.44 |
| 2020-03-31 | $43k | 850 | 50.59 |
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