Strategic Family Wealth Counselors »

Schwab U S Small Cap ETF shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.3M 154k 47.24
2023-09-30 $6.4M 155k 41.42
2023-06-30 $6.7M 153k 43.80
2023-03-31 $6.4M 152k 41.93
2022-12-31 $6.5M 160k 40.51
2022-09-30 $6.0M 159k 37.80
2022-06-30 $6.2M 160k 38.99
2022-03-31 $7.5M 159k 47.36
2021-12-31 $8.0M 78k 102.40
2021-09-30 $7.7M 77k 100.10
2021-06-30 $7.4M 71k 104.19
2021-03-31 $6.5M 65k 99.67
2020-12-31 $5.6M 63k 89.00
2020-09-30 $4.0M 59k 68.32
2020-06-30 $3.4M 52k 65.34
2020-03-31 $3.3M 65k 51.53
2019-12-31 $3.2M 42k 75.65
2019-09-30 $2.8M 41k 69.73
2019-06-30 $2.8M 39k 71.49
2019-03-31 $2.5M 35k 69.92
2018-12-31 $1.3M 21k 60.70