Schwab U S Small Cap ETF shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero 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 Sendero Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $330k | 6.4k | 51.50 |
| 2024-06-30 | $304k | 6.4k | 47.45 |
| 2024-03-31 | $315k | 6.4k | 49.24 |
| 2023-12-31 | $302k | 6.4k | 47.24 |
| 2023-09-30 | $265k | 6.4k | 41.42 |
| 2023-06-30 | $280k | 6.4k | 43.80 |