Schwab U S Small Cap ETF shares owned by Apella Capital
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Apella Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 47k | 27.88 |
| 2025-06-30 | $282k | 11k | 25.73 |
| 2025-03-31 | $245k | 11k | 22.31 |
| 2024-12-31 | $334k | 13k | 25.86 |
| 2024-09-30 | $327k | 6.4k | 50.79 |
| 2023-12-31 | $232k | 5.1k | 45.59 |