Schwab U S Small Cap ETF shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $337k | 6.5k | 51.50 |
| 2024-06-30 | $319k | 6.7k | 47.45 |
| 2024-03-31 | $330k | 6.7k | 49.24 |
| 2023-12-31 | $316k | 6.7k | 47.24 |
| 2023-09-30 | $275k | 6.6k | 41.42 |
| 2023-06-30 | $289k | 6.6k | 43.80 |
| 2023-03-31 | $275k | 6.6k | 41.93 |
| 2022-12-31 | $264k | 6.5k | 40.51 |
| 2022-09-30 | $259k | 6.8k | 38.33 |
| 2022-06-30 | $251k | 6.4k | 38.95 |
| 2022-03-31 | $304k | 6.4k | 47.40 |
| 2021-12-31 | $326k | 3.2k | 102.48 |
| 2021-09-30 | $318k | 3.2k | 100.19 |
| 2021-06-30 | $319k | 3.1k | 104.08 |
| 2021-03-31 | $305k | 3.1k | 99.74 |
| 2020-12-31 | $272k | 3.1k | 89.15 |
| 2020-09-30 | $208k | 3.0k | 68.42 |
| 2013-06-30 | $649k | 15k | 43.97 |