Schwab U S Small Cap ETF shares owned by Wealth Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Wealth Group
from 13F filings
Historical chart of Wealth Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 75k | 28.49 |
| 2025-09-30 | $2.2M | 77k | 27.90 |
| 2025-06-30 | $2.0M | 79k | 25.30 |
| 2025-03-31 | $1.9M | 80k | 23.43 |
| 2024-12-31 | $2.1M | 81k | 25.86 |
| 2024-09-30 | $2.1M | 41k | 51.50 |
| 2024-06-30 | $2.0M | 41k | 47.44 |
| 2024-03-31 | $1.9M | 42k | 45.60 |
| 2023-12-31 | $1.9M | 42k | 45.60 |