Schwab U S Small Cap ETF shares owned by Thrive Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Thrive Wealth Management
from 13F filings
Historical chart of Thrive 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 Thrive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $470k | 17k | 27.90 |
| 2025-06-30 | $445k | 18k | 25.30 |
| 2025-03-31 | $372k | 16k | 23.43 |
| 2024-12-31 | $513k | 20k | 25.86 |
| 2024-09-30 | $386k | 7.5k | 51.50 |
| 2024-06-30 | $355k | 7.5k | 47.45 |
| 2024-03-31 | $421k | 8.5k | 49.24 |
| 2023-12-31 | $454k | 9.6k | 47.24 |
| 2023-09-30 | $235k | 5.7k | 41.42 |
| 2023-06-30 | $232k | 5.3k | 43.80 |
| 2023-03-31 | $963k | 23k | 41.93 |
| 2022-12-31 | $1.1M | 26k | 40.51 |
| 2022-09-30 | $895k | 24k | 37.81 |
| 2022-06-30 | $1.4M | 35k | 38.98 |
| 2022-03-31 | $1.5M | 31k | 47.35 |
| 2021-12-31 | $1.0M | 10k | 102.39 |