Schwab U S Small Cap ETF shares owned by Wilson & Boucher Capital Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Wilson & Boucher Capital Management
from 13F filings
Historical chart of Wilson & Boucher Capital Management 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 Wilson & Boucher Capital Management 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 Wilson & Boucher Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 24k | 51.50 |
2024-06-30 | $1.2M | 25k | 47.45 |
2024-03-31 | $1.1M | 22k | 49.24 |
2023-12-31 | $973k | 21k | 47.24 |
2023-09-30 | $853k | 21k | 41.42 |
2023-06-30 | $893k | 20k | 43.80 |
2023-03-31 | $868k | 21k | 41.93 |
2022-12-31 | $838k | 21k | 40.51 |
2022-09-30 | $738k | 20k | 37.80 |
2022-06-30 | $752k | 19k | 38.99 |
2022-03-31 | $948k | 20k | 47.36 |
2021-12-31 | $1.0M | 9.8k | 102.38 |
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