Schwab U S Small Cap ETF shares owned by Wiser Advisor Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Wiser Advisor Group
from 13F filings
Historical chart of Wiser Advisor Group investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Wiser Advisor Group 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 Wiser Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 41k | 27.90 |
| 2025-06-30 | $1.0M | 41k | 25.30 |
| 2025-03-31 | $954k | 41k | 23.43 |
| 2024-12-31 | $1.1M | 42k | 25.86 |
| 2024-09-30 | $1.1M | 21k | 51.50 |
| 2024-06-30 | $990k | 21k | 47.45 |
| 2024-03-31 | $1.1M | 21k | 50.00 |