Schwab U S Small Cap ETF shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth 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 Curi Wealth 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 Curi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $12M | 262k | 47.24 |
2023-09-30 | $10M | 247k | 41.42 |
2023-06-30 | $12M | 283k | 43.80 |
2023-03-31 | $12M | 283k | 41.93 |
2022-12-31 | $12M | 295k | 40.51 |
2022-09-30 | $9.7M | 256k | 37.80 |
2022-06-30 | $6.4M | 164k | 38.99 |
2022-03-31 | $7.1M | 150k | 47.36 |
2021-12-31 | $7.6M | 74k | 102.40 |
2021-09-30 | $6.4M | 64k | 100.10 |
2021-06-30 | $6.0M | 57k | 104.17 |
2021-03-31 | $5.0M | 50k | 99.66 |
2020-12-31 | $3.9M | 44k | 89.00 |