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Schwab U S Small Cap ETF shares owned by Great Waters Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Great Waters Wealth Management from 13F filings

Historical chart of Great Waters 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 Great Waters Wealth Management 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 Great Waters Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 26k 49.24
2023-12-31 $1.2M 26k 45.66
2023-09-30 $1.3M 32k 40.54
2023-06-30 $1.4M 33k 43.80
2023-03-31 $1.4M 34k 41.65
2022-12-31 $1.6M 36k 43.70