Schwab U S Small Cap ETF shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.3M | 197k | 47.45 |
| 2024-06-30 | $9.3M | 197k | 47.45 |
| 2024-03-31 | $8.6M | 180k | 47.79 |
| 2023-09-30 | $7.1M | 174k | 40.82 |
| 2023-06-30 | $7.5M | 171k | 43.59 |
| 2023-03-31 | $6.9M | 170k | 40.77 |
| 2022-12-31 | $6.3M | 156k | 40.51 |
| 2022-09-30 | $6.1M | 158k | 38.79 |
| 2022-06-30 | $6.2M | 157k | 39.34 |
| 2022-03-31 | $7.5M | 156k | 47.86 |
| 2021-12-31 | $7.7M | 75k | 103.14 |
| 2021-09-30 | $7.2M | 72k | 100.10 |
| 2021-06-30 | $7.2M | 68k | 104.77 |
| 2021-03-31 | $4.8M | 71k | 68.32 |
| 2020-12-31 | $5.9M | 67k | 87.77 |
| 2020-09-30 | $4.8M | 71k | 68.32 |
| 2020-06-30 | $4.5M | 68k | 65.34 |
| 2020-03-31 | $3.3M | 69k | 48.44 |
| 2019-12-31 | $4.9M | 65k | 75.74 |
| 2019-09-30 | $4.3M | 61k | 69.58 |
| 2019-06-30 | $4.2M | 61k | 69.10 |
| 2019-03-31 | $4.3M | 59k | 71.72 |
| 2018-12-31 | $3.7M | 54k | 68.40 |
| 2018-09-30 | $3.5M | 51k | 68.88 |
| 2018-03-31 | $3.6M | 50k | 72.51 |
| 2017-12-31 | $3.4M | 48k | 69.56 |
| 2017-09-30 | $3.1M | 47k | 67.31 |
More positions owned by Vista Private Wealth Partners
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