Dakota Wealth Management
Position in SCHA — Schwab U.S. Small-Cap ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in SCHA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHA | $1,888,687 | 64,948 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 SCHA | $1,913,058 | 67,172 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 SCHA | $1,824,353 | 65,389 | Shares | Sole | 2026-08-26 | |
| 2024-03-31 SCHA | — | 47,526 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 SCHA | — | 44,852 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 SCHA | — | 44,377 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 SCHA | — | 22,326 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 SCHA | — | 6,792 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 SCHA | — | 6,791 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 SCHA | — | 6,343 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 SCHA | — | 6,341 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 SCHA | — | 6,616 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||