Schwab U S Small Cap ETF shares owned by Continuum Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Continuum Wealth Advisors
from 13F filings
Historical chart of Continuum Wealth Advisors 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 Continuum Wealth Advisors 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 Continuum Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $222k | 4.5k | 49.24 |
2023-12-31 | $217k | 4.6k | 47.24 |
2023-06-30 | $201k | 4.6k | 43.80 |
2022-12-31 | $574k | 14k | 40.51 |