Schwab U S Small Cap ETF shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens 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 Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 75k | 28.48 |
| 2025-09-30 | $929k | 33k | 27.90 |
| 2025-06-30 | $842k | 33k | 25.30 |
| 2025-03-31 | $780k | 33k | 23.43 |
| 2024-12-31 | $885k | 34k | 25.86 |
| 2024-09-30 | $877k | 17k | 51.50 |
| 2024-03-31 | $3.0M | 60k | 49.24 |
| 2023-12-31 | $2.8M | 60k | 47.24 |
| 2023-03-31 | $302k | 7.2k | 41.93 |
| 2022-12-31 | $302k | 7.4k | 40.51 |
| 2022-09-30 | $1.5M | 41k | 37.79 |
| 2022-06-30 | $619k | 16k | 38.98 |
| 2022-03-31 | $797k | 17k | 47.33 |
More positions owned by Robertson Stephens Wealth Management
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