Schwab U S Small Cap ETF shares owned by Wedgewood Investors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Wedgewood Investors
from 13F filings
Historical chart of Wedgewood Investors 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 Wedgewood Investors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Wedgewood Investors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $241k | 4.7k | 51.50 |
2024-06-30 | $222k | 4.7k | 47.45 |
2023-12-31 | $221k | 4.7k | 47.24 |
2023-06-30 | $207k | 4.7k | 43.80 |
2022-03-31 | $264k | 5.6k | 47.43 |
2021-12-31 | $285k | 2.8k | 102.41 |
2021-09-30 | $279k | 2.8k | 100.25 |
2021-06-30 | $290k | 2.8k | 104.20 |
2021-03-31 | $277k | 2.8k | 99.53 |
2020-12-31 | $247k | 2.8k | 88.94 |