Schwab U S Small Cap ETF shares owned by Access Financial Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Access Financial Services
from 13F filings
Historical chart of Access Financial Services investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Access Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $265k | 7.3k | 36.13 |
| 2025-06-30 | $277k | 11k | 25.30 |
| 2025-03-31 | $262k | 11k | 23.43 |
| 2024-12-31 | $290k | 11k | 25.86 |
| 2023-12-31 | $1.2M | 25k | 47.24 |
| 2023-09-30 | $1.0M | 25k | 41.42 |
| 2023-06-30 | $1.1M | 25k | 43.80 |
| 2023-03-31 | $1.0M | 25k | 41.93 |
| 2022-12-31 | $567k | 14k | 40.51 |
| 2021-03-31 | $627k | 6.3k | 99.62 |
| 2020-12-31 | $533k | 6.0k | 88.97 |
| 2020-09-30 | $409k | 6.0k | 68.27 |
| 2020-06-30 | $463k | 7.1k | 65.39 |
| 2020-03-31 | $597k | 12k | 51.49 |
| 2019-12-31 | $1.8M | 24k | 75.66 |
| 2019-09-30 | $1.8M | 25k | 69.74 |
| 2019-06-30 | $4.7M | 65k | 71.47 |
| 2019-03-31 | $4.8M | 68k | 69.93 |
| 2018-12-31 | $4.5M | 75k | 60.68 |
| 2018-09-30 | $6.4M | 85k | 76.17 |
| 2018-06-30 | $4.8M | 66k | 73.57 |
| 2018-03-31 | $4.1M | 60k | 69.13 |
| 2017-12-31 | $4.3M | 61k | 69.75 |
| 2017-09-30 | $4.1M | 61k | 67.36 |
| 2017-06-30 | $3.0M | 48k | 63.91 |
| 2017-03-31 | $2.6M | 41k | 62.98 |
| 2016-12-31 | $2.0M | 33k | 61.48 |