Schwab U S Small Cap ETF shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb 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 SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $12M | 131k | 89.00 |
| 2020-09-30 | $9.8M | 144k | 68.32 |
| 2020-06-30 | $9.5M | 145k | 65.34 |
| 2020-03-31 | $7.8M | 151k | 51.52 |
| 2019-12-31 | $10M | 137k | 75.64 |
| 2019-09-30 | $9.3M | 134k | 69.73 |
| 2019-06-30 | $9.5M | 134k | 71.48 |
| 2019-03-31 | $9.7M | 139k | 69.93 |
| 2018-12-31 | $11M | 185k | 60.68 |
| 2018-09-30 | $14M | 178k | 76.17 |
| 2018-06-30 | $15M | 208k | 73.57 |
| 2018-03-31 | $14M | 214k | 67.37 |
| 2017-12-31 | $15M | 214k | 69.74 |
| 2017-09-30 | $14M | 214k | 67.37 |
| 2017-06-30 | $14M | 215k | 63.91 |
| 2017-03-31 | $14M | 215k | 62.98 |
| 2016-12-31 | $14M | 220k | 61.48 |
| 2016-09-30 | $13M | 223k | 57.55 |
| 2016-06-30 | $17M | 316k | 54.03 |
| 2016-03-31 | $16M | 312k | 52.04 |
| 2015-12-31 | $15M | 279k | 52.08 |
| 2015-09-30 | $13M | 264k | 50.79 |
| 2015-06-30 | $14M | 248k | 57.48 |
| 2015-03-31 | $13M | 232k | 57.58 |
| 2014-12-31 | $7.7M | 140k | 55.12 |
| 2014-09-30 | $6.9M | 133k | 51.40 |
| 2014-06-30 | $7.0M | 128k | 54.81 |
| 2014-03-31 | $6.9M | 129k | 53.60 |
| 2013-12-31 | $3.1M | 59k | 52.50 |
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