Schwab U S Small Cap ETF shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.3M | 82k | 28.48 |
| 2025-09-30 | $2.8M | 102k | 27.90 |
| 2025-06-30 | $2.7M | 108k | 25.30 |
| 2025-03-31 | $1.9M | 81k | 23.43 |
| 2024-12-31 | $2.1M | 82k | 25.86 |
| 2024-09-30 | $2.4M | 46k | 51.50 |
| 2024-06-30 | $3.3M | 70k | 47.45 |
| 2024-03-31 | $3.9M | 80k | 49.24 |
| 2023-12-31 | $4.9M | 103k | 47.24 |
| 2023-09-30 | $3.0M | 73k | 41.42 |
| 2023-06-30 | $2.8M | 64k | 43.80 |
| 2023-03-31 | $876k | 21k | 41.93 |
| 2022-12-31 | $1.2M | 31k | 40.51 |
| 2022-09-30 | $396k | 11k | 37.78 |
| 2022-06-30 | $807k | 21k | 38.99 |
| 2022-03-31 | $973k | 21k | 47.37 |
| 2021-12-31 | $777k | 7.6k | 102.45 |
| 2021-09-30 | $212k | 2.1k | 100.24 |
| 2021-03-31 | $70k | 700 | 100.00 |
| 2020-03-31 | $29k | 562 | 51.60 |
| 2019-12-31 | $4.0k | 54 | 74.07 |
| 2019-09-30 | $2.0k | 27 | 74.07 |
| 2019-06-30 | $8.0k | 114 | 70.18 |
| 2019-03-31 | $7.0k | 106 | 66.04 |
| 2018-12-31 | $45k | 743 | 60.57 |
| 2018-09-30 | $56k | 739 | 75.78 |
| 2018-06-30 | $54k | 739 | 73.07 |
| 2018-03-31 | $51k | 739 | 69.01 |
| 2017-12-31 | $39k | 562 | 69.40 |
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