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Schwab U S Small Cap ETF shares owned by Wealthquest

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

Historical chart of Wealthquest 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 Wealthquest 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 Wealthquest

Quarter filed Position value Share count Share price at filing
2026-03-31 $253k 8.7k 29.08
2019-06-30 $241k 3.4k 71.20
2019-03-31 $262k 3.8k 69.70