Schwab U S Small Cap ETF shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors 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 Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 711k | 27.90 |
| 2025-06-30 | $18M | 727k | 25.30 |
| 2025-03-31 | $14M | 616k | 23.43 |
| 2024-12-31 | $16M | 622k | 25.86 |
| 2024-09-30 | $18M | 347k | 51.50 |
| 2024-06-30 | $17M | 362k | 47.45 |
| 2024-03-31 | $19M | 395k | 49.24 |
| 2023-12-31 | $25M | 526k | 47.24 |
| 2023-09-30 | $22M | 527k | 41.42 |
| 2023-06-30 | $25M | 563k | 43.80 |
| 2023-03-31 | $26M | 607k | 41.93 |
| 2022-12-31 | $24M | 601k | 40.51 |
| 2022-09-30 | $23M | 618k | 37.80 |
| 2022-06-30 | $23M | 595k | 38.99 |
| 2022-03-31 | $27M | 569k | 47.36 |
| 2021-12-31 | $23M | 226k | 102.40 |
| 2021-09-30 | $22M | 218k | 100.10 |
| 2021-06-30 | $18M | 176k | 104.18 |
| 2021-03-31 | $17M | 171k | 99.67 |
| 2020-12-31 | $16M | 176k | 89.00 |
| 2020-09-30 | $12M | 178k | 68.32 |
| 2020-06-30 | $12M | 184k | 65.34 |
| 2020-03-31 | $8.7M | 169k | 51.52 |
| 2019-12-31 | $12M | 163k | 75.64 |
More positions owned by Visionary Wealth Advisors
Home Depot (HD)
View all positions for Visionary Wealth Advisors