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Schwab U S Small Cap ETF shares owned by Wealth Architects

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

Historical chart of Wealth Architects 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 Wealth Architects 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 Wealth Architects

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 67k 47.24
2023-09-30 $2.8M 67k 41.42
2023-06-30 $3.1M 72k 43.80
2023-03-31 $3.0M 72k 41.93
2022-12-31 $2.9M 72k 40.51
2022-09-30 $2.7M 71k 37.80
2022-06-30 $2.9M 74k 38.99
2022-03-31 $3.5M 74k 47.36
2021-12-31 $3.9M 38k 102.41
2021-09-30 $3.8M 38k 100.10
2021-06-30 $3.9M 38k 104.17
2021-03-31 $3.7M 38k 99.68
2020-12-31 $3.4M 38k 89.01
2020-09-30 $2.8M 40k 68.32
2020-06-30 $2.6M 40k 65.35
2020-03-31 $1.9M 37k 51.53
2019-12-31 $272k 3.6k 75.72
2019-09-30 $213k 3.1k 69.70
2019-06-30 $219k 3.1k 71.36
2019-03-31 $204k 2.9k 69.84
2016-12-31 $260k 4.2k 61.57
2016-09-30 $252k 4.4k 57.44
2016-06-30 $236k 4.4k 53.82
2016-03-31 $227k 4.4k 51.92
2015-12-31 $213k 4.1k 52.14
2015-09-30 $226k 4.4k 50.84
2015-06-30 $245k 4.3k 57.46
2014-12-31 $259k 4.7k 55.18