Schwab U S Small Cap ETF shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith 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 Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 101k | 11.50 |
| 2023-09-30 | $1.0M | 25k | 41.42 |
| 2023-06-30 | $1.0M | 24k | 43.80 |
| 2023-03-31 | $991k | 42 | 23597.76 |
| 2022-12-31 | $953k | 24k | 40.51 |
| 2022-09-30 | $885k | 23k | 37.79 |
| 2022-06-30 | $914k | 23k | 39.00 |
| 2022-03-31 | $1.0M | 22k | 47.38 |
| 2021-12-31 | $1.1M | 11k | 102.42 |
| 2021-09-30 | $1.2M | 12k | 100.07 |
| 2021-06-30 | $1.2M | 12k | 104.16 |
| 2021-03-31 | $897k | 9.0k | 99.62 |
| 2020-12-31 | $679k | 7.6k | 89.03 |
| 2020-09-30 | $477k | 7.0k | 68.32 |
| 2020-06-30 | $436k | 6.7k | 65.38 |
| 2020-03-31 | $238k | 4.6k | 51.50 |
| 2019-12-31 | $216k | 2.9k | 75.55 |
| 2011-06-30 | $1.5M | 40k | 36.71 |
| 2011-03-31 | $1.5M | 40k | 37.16 |
More positions owned by Sheets Smith Wealth Management
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