Schwab U S Small Cap ETF shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Roberts Wealth Advisors 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 Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $940k | 19k | 50.76 |
| 2024-06-30 | $870k | 19k | 46.99 |
| 2024-03-31 | $851k | 19k | 45.95 |
| 2023-12-31 | $2.8M | 21k | 137.38 |
| 2023-09-30 | $870k | 21k | 40.69 |
| 2023-06-30 | $914k | 21k | 43.80 |
| 2023-03-31 | $861k | 21k | 41.18 |
| 2022-12-31 | $842k | 21k | 40.28 |