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Schwab U S Small Cap ETF shares owned by Watermark Asset Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Watermark Asset Management from 13F filings

Historical chart of Watermark Asset Management 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 Watermark Asset Management 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 Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $1.3M 21k 60.70
2018-09-30 $1.6M 21k 76.16
2018-06-30 $1.5M 20k 73.56
2018-03-31 $1.3M 18k 69.14
2017-12-31 $1.2M 17k 69.76
2017-09-30 $1.1M 16k 67.36
2017-06-30 $1.0M 16k 63.93
2017-03-31 $1.0M 16k 63.00