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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Red Door Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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