Schwab U S Small Cap ETF shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 322k | 47.24 |
| 2023-09-30 | $39M | 943k | 41.42 |
| 2023-06-30 | $42M | 958k | 43.80 |
| 2023-03-31 | $40M | 953k | 41.93 |
| 2022-12-31 | $39M | 959k | 40.51 |
| 2022-09-30 | $37M | 976k | 37.80 |
| 2022-06-30 | $39M | 996k | 38.99 |
| 2022-03-31 | $48M | 1.0M | 47.36 |
| 2021-12-31 | $51M | 500k | 102.40 |
| 2021-09-30 | $49M | 494k | 100.10 |
| 2021-06-30 | $50M | 483k | 104.18 |
| 2021-03-31 | $47M | 475k | 99.67 |
| 2020-12-31 | $42M | 470k | 89.00 |
| 2020-09-30 | $32M | 474k | 68.32 |
| 2020-06-30 | $29M | 436k | 65.34 |
| 2020-03-31 | $22M | 421k | 51.52 |
| 2019-12-31 | $30M | 400k | 75.64 |
| 2019-09-30 | $27M | 393k | 69.73 |
| 2019-06-30 | $28M | 386k | 71.48 |
| 2019-03-31 | $26M | 376k | 69.93 |
| 2018-12-31 | $21M | 350k | 60.68 |
| 2018-09-30 | $27M | 351k | 76.17 |
| 2018-06-30 | $25M | 344k | 73.57 |
| 2018-03-31 | $23M | 336k | 69.13 |
| 2017-12-31 | $23M | 332k | 69.74 |
| 2017-09-30 | $22M | 326k | 67.37 |
| 2017-06-30 | $18M | 281k | 63.91 |
| 2017-03-31 | $17M | 276k | 62.98 |
| 2016-12-31 | $17M | 278k | 61.48 |
| 2016-09-30 | $4.0M | 70k | 57.55 |
| 2016-06-30 | $4.3M | 79k | 54.00 |
| 2016-03-31 | $4.8M | 92k | 52.04 |
| 2015-12-31 | $5.9M | 113k | 52.09 |
| 2015-09-30 | $7.4M | 145k | 50.79 |
| 2015-06-30 | $15M | 256k | 57.48 |
| 2015-03-31 | $18M | 314k | 56.52 |
| 2014-12-31 | $15M | 266k | 55.12 |
| 2014-09-30 | $5.0M | 98k | 51.40 |
| 2014-06-30 | $3.7M | 67k | 54.81 |
| 2014-03-31 | $3.5M | 65k | 53.60 |
| 2013-12-31 | $3.7M | 71k | 52.50 |
| 2013-09-30 | $2.3M | 48k | 48.22 |
| 2013-06-30 | $2.0M | 45k | 44.00 |
| 2013-03-31 | $2.8M | 66k | 42.85 |
| 2012-12-31 | $2.2M | 58k | 38.12 |
| 2012-09-30 | $1.9M | 52k | 37.42 |
| 2012-06-30 | $1.4M | 38k | 35.58 |
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