Schwab U S Small Cap ETF shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $662k | 16k | 41.42 |
| 2023-06-30 | $749k | 17k | 43.80 |
| 2023-03-31 | $718k | 17k | 41.93 |
| 2022-12-31 | $817k | 20k | 40.51 |
| 2022-09-30 | $672k | 18k | 37.82 |
| 2022-06-30 | $666k | 17k | 38.96 |
| 2022-03-31 | $846k | 18k | 47.37 |
| 2021-12-31 | $557k | 5.4k | 102.37 |
| 2021-09-30 | $555k | 5.5k | 100.13 |
| 2021-06-30 | $633k | 6.1k | 104.15 |
| 2021-03-31 | $426k | 4.3k | 99.70 |
| 2020-12-31 | $339k | 3.8k | 89.02 |
| 2020-09-30 | $516k | 7.6k | 68.29 |
| 2020-06-30 | $497k | 7.6k | 65.37 |
| 2020-03-31 | $1.5M | 30k | 51.52 |
| 2019-12-31 | $2.0M | 27k | 75.66 |
| 2019-09-30 | $2.4M | 35k | 69.72 |
| 2019-06-30 | $2.2M | 31k | 71.48 |
| 2019-03-31 | $3.6M | 52k | 69.92 |
| 2018-12-31 | $2.9M | 47k | 60.69 |
| 2018-09-30 | $3.5M | 45k | 76.18 |
| 2018-06-30 | $2.7M | 37k | 73.57 |
| 2018-03-31 | $1.7M | 26k | 62.97 |
| 2017-12-31 | $2.0M | 28k | 69.75 |
| 2017-09-30 | $1.9M | 28k | 67.37 |
| 2017-06-30 | $1.7M | 27k | 63.92 |
| 2017-03-31 | $1.7M | 26k | 62.97 |
| 2016-12-31 | $351k | 5.7k | 61.45 |