Schwab U S Small Cap ETF shares owned by Retirement Income Solutions
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Retirement Income Solutions
from 13F filings
Historical chart of Retirement Income Solutions investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Retirement Income Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $237k | 4.6k | 51.50 |
| 2024-06-30 | $218k | 4.6k | 47.45 |
| 2024-03-31 | $226k | 4.6k | 49.24 |
| 2023-12-31 | $217k | 4.6k | 47.24 |
| 2023-06-30 | $201k | 4.6k | 43.80 |
| 2023-03-31 | $298k | 7.1k | 41.93 |
| 2022-03-31 | $218k | 4.6k | 47.41 |
| 2021-12-31 | $235k | 2.3k | 102.22 |
| 2021-09-30 | $230k | 2.3k | 100.04 |
| 2021-06-30 | $240k | 2.3k | 104.39 |
| 2021-03-31 | $229k | 2.3k | 99.61 |
| 2020-12-31 | $205k | 2.3k | 89.17 |
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