Schwab U S Small Cap ETF shares owned by Stony Point Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Stony Point Wealth Management
from 13F filings
Historical chart of Stony Point 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 Stony Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $351k | 13k | 27.90 |
| 2024-12-31 | $226k | 8.8k | 25.86 |
| 2023-12-31 | $278k | 5.9k | 47.24 |
| 2023-09-30 | $321k | 7.9k | 40.73 |
| 2023-06-30 | $3.1M | 71k | 43.80 |
| 2023-03-31 | $2.1M | 51k | 41.93 |
| 2022-12-31 | $209k | 5.2k | 40.51 |
| 2022-06-30 | $4.5M | 116k | 38.99 |
| 2022-03-31 | $5.5M | 116k | 47.36 |
| 2021-12-31 | $5.6M | 55k | 102.41 |
| 2021-09-30 | $4.7M | 47k | 100.10 |
| 2021-06-30 | $4.6M | 44k | 104.19 |
| 2021-03-31 | $3.8M | 38k | 99.66 |
| 2020-12-31 | $717k | 8.1k | 88.99 |
| 2019-12-31 | $8.0M | 106k | 75.64 |
| 2019-09-30 | $6.7M | 97k | 69.73 |
| 2019-06-30 | $6.5M | 91k | 71.39 |
| 2019-03-31 | $5.1M | 73k | 69.93 |
| 2018-12-31 | $3.5M | 57k | 60.68 |
| 2018-09-30 | $3.9M | 51k | 76.18 |
| 2018-06-30 | $3.2M | 43k | 73.56 |
| 2018-03-31 | $2.9M | 41k | 69.13 |
| 2017-12-31 | $3.0M | 43k | 69.74 |
More positions owned by Stony Point Wealth Management
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