Schwab U S Small Cap ETF shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $247k | 4.8k | 51.50 |
| 2024-06-30 | $7.2M | 153k | 47.45 |
| 2024-03-31 | $7.1M | 145k | 49.24 |
| 2022-09-30 | $2.7M | 72k | 37.81 |
| 2022-06-30 | $2.3M | 58k | 38.99 |
| 2022-03-31 | $4.3M | 91k | 47.36 |
| 2021-12-31 | $6.1M | 60k | 102.41 |