Schwab U S Small Cap ETF shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $814k | 17k | 49.24 |
| 2023-12-31 | $789k | 17k | 47.24 |
| 2023-09-30 | $693k | 17k | 41.42 |
| 2023-06-30 | $717k | 16k | 43.80 |
| 2023-03-31 | $0 | 17k | 0.00 |
| 2022-12-31 | $796k | 18k | 45.07 |
| 2022-03-31 | $1.1M | 26k | 43.09 |
| 2021-12-31 | $1.2M | 13k | 93.29 |
| 2021-09-30 | $1.3M | 13k | 102.74 |
| 2021-06-30 | $1.2M | 12k | 102.62 |
| 2021-03-31 | $1.2M | 11k | 101.94 |
| 2020-12-31 | $1.1M | 12k | 98.17 |
| 2020-09-30 | $700k | 9.1k | 77.21 |
| 2020-06-30 | $717k | 10k | 71.64 |
| 2020-03-31 | $645k | 12k | 56.27 |
| 2019-12-31 | $832k | 11k | 76.72 |
| 2019-09-30 | $820k | 11k | 72.60 |
| 2019-06-30 | $791k | 11k | 69.72 |
| 2019-03-31 | $414k | 5.9k | 70.52 |
| 2018-12-31 | $369k | 5.2k | 71.13 |
| 2018-09-30 | $300k | 4.5k | 66.12 |
| 2018-06-30 | $321k | 4.4k | 73.67 |
| 2016-06-30 | $3 | 68 | 0.06 |
| 2015-12-31 | $19k | 720 | 26.07 |