Schwab U S Small Cap ETF shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by WR Wealth Planners 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 WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 61k | 51.50 |
| 2024-06-30 | $37k | 775 | 47.42 |
| 2024-03-31 | $56k | 1.1k | 49.22 |
| 2023-09-30 | $111k | 2.7k | 41.42 |
| 2023-06-30 | $121k | 2.8k | 43.79 |
| 2023-03-31 | $135k | 3.2k | 41.93 |
| 2022-12-31 | $492k | 12k | 40.51 |
| 2022-09-30 | $785k | 21k | 37.80 |
| 2022-06-30 | $854k | 22k | 38.99 |
| 2022-03-31 | $1.0M | 22k | 47.36 |