Schwab U S Small Cap ETF shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Wedmont Private Capital 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 Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 51k | 29.58 |
| 2025-09-30 | $1.5M | 55k | 27.99 |
| 2025-06-30 | $1.1M | 42k | 26.12 |
| 2025-03-31 | $832k | 39k | 21.62 |
| 2024-12-31 | $630k | 25k | 25.46 |
| 2024-09-30 | $628k | 12k | 50.70 |
| 2024-06-30 | $612k | 12k | 49.40 |