Schwab U S Small Cap ETF shares owned by American Trust
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by American Trust
from 13F filings
Historical chart of American Trust investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by American Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by American Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $753k | 27k | 27.90 |
| 2025-06-30 | $696k | 28k | 25.30 |
| 2024-12-31 | $571k | 22k | 25.86 |
| 2023-06-30 | $204k | 4.7k | 43.80 |
| 2023-03-31 | $214k | 5.1k | 41.80 |
| 2022-12-31 | $21M | 514k | 40.90 |
| 2022-09-30 | $20M | 517k | 37.80 |
| 2022-06-30 | $22M | 568k | 38.99 |
| 2022-03-31 | $27M | 578k | 47.36 |
| 2021-12-31 | $37M | 359k | 102.40 |