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Schwab U S Small Cap ETF shares owned by Ironwood Wealth Management

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

Historical chart of Ironwood 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 Ironwood 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 Ironwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 22k 49.24
2023-12-31 $1.0M 22k 47.24
2023-09-30 $907k 22k 41.42
2023-06-30 $975k 22k 43.80
2023-03-31 $915k 22k 41.93
2022-12-31 $845k 21k 40.51
2022-09-30 $796k 21k 37.81
2022-06-30 $876k 23k 39.00
2022-03-31 $1.1M 23k 47.38
2021-12-31 $1.2M 12k 102.38
2021-09-30 $1.2M 12k 100.06
2021-06-30 $1.3M 12k 104.18
2021-03-31 $1.2M 12k 99.70
2020-12-31 $1.1M 13k 89.00
2020-09-30 $909k 13k 68.34
2020-06-30 $878k 13k 65.38
2020-03-31 $700k 14k 51.53
2019-12-31 $1.7M 22k 75.63
2019-09-30 $1.5M 22k 69.72
2019-06-30 $1.5M 21k 71.47
2019-03-31 $1.4M 20k 69.94
2018-12-31 $1.2M 19k 60.68
2018-09-30 $1.3M 17k 76.19
2018-06-30 $1.2M 16k 73.59
2018-03-31 $1.1M 16k 69.10
2017-12-31 $1.0M 14k 69.74
2017-09-30 $949k 14k 67.35
2017-06-30 $890k 14k 63.88
2017-03-31 $836k 13k 63.01
2016-12-31 $789k 13k 61.49
2016-09-30 $764k 13k 57.53
2016-06-30 $695k 13k 54.06
2016-03-31 $653k 13k 52.02
2015-09-30 $2.2M 43k 50.78
2015-06-30 $2.3M 41k 57.49
2015-03-31 $2.3M 40k 57.59
2014-12-31 $2.3M 42k 55.12

More positions owned by Ironwood Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Equal Weite (EUSA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Ironwood Wealth Management

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Empower Advisory Group
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
Envestnet Asset Management
Advisory Alpha
HPM Partners
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF