Schwab U S Small Cap ETF shares owned by Addison Capital
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Addison Capital
from 13F filings
Historical chart of Addison Capital investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Addison Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $511k | 18k | 27.90 |
| 2025-06-30 | $467k | 19k | 25.30 |
| 2025-03-31 | $433k | 19k | 23.43 |
| 2024-12-31 | $516k | 20k | 25.86 |
| 2024-09-30 | $513k | 10k | 51.50 |
| 2024-06-30 | $482k | 10k | 47.45 |
| 2024-03-31 | $461k | 9.4k | 49.24 |