Schwab U S Small Cap ETF shares owned by Addison Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $58k | 1.6k | 36.13 |
| 2026-03-31 | $41k | 1.4k | 29.08 |
| 2025-12-31 | $40k | 1.4k | 28.48 |
| 2023-12-31 | $11k | 233 | 47.24 |
| 2023-09-30 | $745 | 18 | 41.44 |
| 2023-06-30 | $525 | 12 | 43.83 |
| 2023-03-31 | $1.5k | 36 | 41.94 |
| 2022-12-31 | $1.5k | 36 | 40.50 |
| 2022-03-31 | $2.0k | 46 | 43.48 |