Schwab U S Small Cap ETF shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us 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 Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 50k | 28.73 |
| 2025-09-30 | $1.4M | 49k | 27.90 |
| 2025-06-30 | $1.3M | 50k | 25.30 |
| 2025-03-31 | $533k | 23k | 23.43 |
| 2024-12-31 | $594k | 23k | 25.86 |
| 2024-09-30 | $600k | 12k | 50.82 |
| 2024-06-30 | $508k | 11k | 47.06 |
| 2024-03-31 | $549k | 11k | 49.24 |
| 2023-12-31 | $394k | 8.3k | 47.24 |
| 2023-09-30 | $340k | 8.2k | 41.42 |
| 2023-06-30 | $362k | 8.3k | 43.80 |
| 2023-03-31 | $322k | 7.7k | 41.93 |