Schwab U S Small Cap ETF shares owned by Waterfront Wealth
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $468k | 18k | 25.84 |
| 2024-06-30 | $430k | 9.1k | 47.45 |
| 2024-03-31 | $419k | 9.1k | 46.29 |
| 2023-12-31 | $442k | 9.3k | 47.24 |
| 2023-09-30 | $348k | 8.9k | 38.95 |
| 2023-06-30 | $417k | 9.1k | 45.56 |
| 2023-03-31 | $391k | 9.3k | 41.93 |
| 2022-12-31 | $413k | 9.3k | 44.29 |
| 2022-09-30 | $389k | 9.4k | 41.54 |
| 2022-06-30 | $372k | 9.5k | 39.03 |
| 2022-03-31 | $432k | 9.4k | 46.03 |
| 2021-12-31 | $475k | 4.6k | 102.35 |
| 2021-09-30 | $463k | 4.6k | 100.17 |
| 2021-06-30 | $477k | 4.6k | 104.19 |
| 2021-03-31 | $464k | 4.6k | 100.91 |
| 2020-12-31 | $408k | 4.6k | 88.91 |