Schwab U S Small Cap ETF shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner 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 Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 428 | 27.93 |
| 2025-06-30 | $19k | 733 | 25.31 |
| 2025-03-31 | $23k | 983 | 23.43 |
| 2024-12-31 | $23k | 895 | 25.85 |
| 2024-09-30 | $21k | 415 | 51.46 |
| 2024-06-30 | $19k | 399 | 47.41 |
| 2024-03-31 | $17k | 353 | 49.19 |
| 2023-12-31 | $16k | 332 | 47.27 |
| 2023-09-30 | $13k | 308 | 41.44 |
| 2023-06-30 | $12k | 267 | 43.86 |
| 2023-03-31 | $10k | 244 | 41.87 |
| 2022-12-31 | $9.0k | 221 | 40.50 |
| 2022-09-30 | $8.0k | 203 | 39.41 |
| 2022-06-30 | $8.0k | 199 | 40.20 |
| 2022-03-31 | $18k | 398 | 45.23 |
| 2021-12-31 | $10k | 99 | 101.01 |
| 2021-09-30 | $10k | 99 | 101.01 |
| 2021-06-30 | $10k | 99 | 101.01 |
| 2021-03-31 | $10k | 98 | 102.04 |
| 2020-12-31 | $9.0k | 98 | 91.84 |
| 2018-09-30 | $48k | 634 | 75.71 |
| 2018-06-30 | $47k | 633 | 74.25 |
| 2018-03-31 | $44k | 633 | 69.51 |
| 2017-12-31 | $34k | 632 | 53.80 |