Schwab U S Small Cap ETF shares owned by Selective Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective 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 Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $325k | 6.9k | 47.28 |
| 2023-12-31 | $320k | 7.0k | 45.59 |
| 2023-09-30 | $430k | 11k | 40.18 |
| 2023-06-30 | $516k | 12k | 44.10 |
| 2022-12-31 | $472k | 11k | 43.12 |
| 2022-09-30 | $424k | 11k | 37.83 |
| 2022-06-30 | $464k | 12k | 38.95 |
| 2022-03-31 | $80k | 1.7k | 47.53 |
| 2021-12-31 | $70k | 685 | 102.19 |
| 2021-09-30 | $68k | 681 | 99.85 |
| 2021-06-30 | $71k | 677 | 104.87 |
| 2021-03-31 | $74k | 747 | 99.06 |
| 2020-12-31 | $66k | 745 | 88.59 |
| 2020-09-30 | $64k | 942 | 67.94 |
| 2020-06-30 | $61k | 938 | 65.03 |
| 2020-03-31 | $49k | 936 | 51.90 |
| 2019-12-31 | $118k | 1.6k | 75.69 |
| 2019-09-30 | $142k | 2.0k | 69.44 |
| 2018-09-30 | $100k | 1.3k | 76.10 |
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