Schwab U S Small Cap ETF shares owned by Sculati Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sculati Wealth Management
from 13F filings
Historical chart of Sculati Wealth Management 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 Sculati Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Sculati Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.7M | 117k | 49.24 |
| 2024-06-30 | $2.7M | 56k | 47.45 |
| 2024-03-31 | $5.7M | 117k | 49.24 |
| 2023-12-31 | $5.6M | 118k | 47.24 |
| 2023-09-30 | $4.9M | 117k | 41.42 |
| 2023-06-30 | $5.1M | 115k | 43.80 |
| 2023-03-31 | $4.8M | 114k | 41.93 |
| 2022-12-31 | $4.6M | 114k | 40.51 |
| 2022-09-30 | $4.3M | 114k | 37.80 |
| 2022-06-30 | $4.4M | 113k | 38.99 |
| 2022-03-31 | $5.2M | 110k | 47.36 |
| 2021-12-31 | $5.6M | 55k | 102.41 |
| 2021-09-30 | $5.4M | 54k | 100.10 |
| 2021-06-30 | $5.7M | 54k | 104.18 |
| 2021-03-31 | $5.4M | 55k | 99.68 |
| 2020-12-31 | $4.9M | 55k | 89.00 |
| 2020-09-30 | $3.8M | 55k | 68.33 |
| 2020-06-30 | $3.6M | 56k | 65.35 |
| 2020-03-31 | $2.9M | 57k | 51.51 |
| 2019-12-31 | $4.2M | 56k | 75.65 |