Schwab U S Small Cap ETF shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition 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 Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 403k | 27.90 |
| 2025-06-30 | $11M | 417k | 25.30 |
| 2025-03-31 | $10M | 434k | 23.43 |
| 2024-12-31 | $11M | 436k | 25.86 |
| 2024-09-30 | $11M | 218k | 51.50 |
| 2024-06-30 | $10M | 218k | 47.45 |
| 2024-03-31 | $11M | 224k | 49.24 |
| 2023-12-31 | $11M | 224k | 47.24 |
| 2023-09-30 | $9.5M | 229k | 41.42 |
| 2023-06-30 | $10M | 228k | 43.80 |
| 2023-03-31 | $9.7M | 231k | 41.93 |
| 2022-12-31 | $9.2M | 227k | 40.51 |
| 2022-09-30 | $8.5M | 225k | 37.80 |
| 2022-06-30 | $8.8M | 226k | 38.99 |
| 2022-03-31 | $11M | 226k | 47.36 |
| 2021-12-31 | $12M | 112k | 102.40 |
| 2021-09-30 | $11M | 113k | 100.10 |
| 2021-06-30 | $12M | 114k | 104.18 |
| 2021-03-31 | $11M | 113k | 99.67 |
| 2020-12-31 | $11M | 122k | 89.00 |
More positions owned by Tradition Wealth Management
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