Schwab U S Small Cap ETF shares owned by River Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors 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 River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by River Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $382k | 7.4k | 51.50 |
2024-03-31 | $331k | 6.7k | 49.24 |
2023-12-31 | $357k | 7.6k | 47.24 |
2023-09-30 | $303k | 7.3k | 41.42 |
2023-06-30 | $321k | 7.3k | 43.80 |
2023-03-31 | $276k | 6.6k | 41.93 |
2022-12-31 | $326k | 8.0k | 40.51 |
2022-09-30 | $231k | 6.1k | 37.83 |
2022-06-30 | $257k | 6.6k | 38.97 |
2022-03-31 | $239k | 5.0k | 47.38 |
2021-12-31 | $252k | 2.5k | 102.36 |
2021-09-30 | $351k | 3.5k | 100.14 |
2021-06-30 | $305k | 2.9k | 104.06 |
2021-03-31 | $258k | 2.6k | 99.69 |
2019-12-31 | $250k | 3.3k | 75.48 |
2019-09-30 | $213k | 3.1k | 69.59 |
2019-06-30 | $205k | 2.9k | 71.55 |
2018-12-31 | $195k | 3.2k | 60.80 |
2018-09-30 | $200k | 2.6k | 76.28 |
2018-06-30 | $158k | 2.2k | 73.42 |