Schwab U S Small Cap ETF shares owned by Alpha Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Alpha Financial Advisors
from 13F filings
Historical chart of Alpha Financial Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Alpha Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $238k | 8.5k | 27.90 |
| 2025-06-30 | $225k | 8.9k | 25.30 |
| 2025-03-31 | $238k | 10k | 23.43 |
| 2024-12-31 | $284k | 11k | 25.86 |
| 2024-09-30 | $283k | 5.5k | 51.50 |
| 2024-06-30 | $260k | 5.5k | 47.45 |
| 2024-03-31 | $274k | 5.6k | 49.24 |
| 2023-12-31 | $263k | 5.6k | 47.24 |
| 2023-09-30 | $231k | 5.6k | 41.42 |
| 2023-06-30 | $245k | 5.6k | 43.80 |
| 2023-03-31 | $236k | 5.6k | 41.93 |
| 2022-12-31 | $228k | 5.6k | 40.51 |