Schwab U S Small Cap ETF shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $354k | 6.9k | 51.50 |
| 2024-06-30 | $326k | 6.9k | 47.45 |
| 2024-03-31 | $241k | 4.9k | 49.24 |
| 2023-12-31 | $231k | 4.9k | 47.24 |
| 2023-09-30 | $204k | 4.9k | 41.42 |
| 2020-03-31 | $237k | 4.6k | 51.61 |
| 2019-12-31 | $389k | 5.1k | 75.70 |
More positions owned by Vista Wealth Management Group
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