Schwab U S Small Cap ETF shares owned by Apex Investment Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Apex Investment Services
from 13F filings
Historical chart of Apex Investment Services investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Apex Investment Services 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 Apex Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $643k | 25k | 25.30 |
| 2025-03-31 | $619k | 26k | 23.43 |
| 2024-12-31 | $733k | 28k | 25.86 |
| 2024-09-30 | $789k | 15k | 51.50 |
| 2024-06-30 | $960k | 20k | 47.45 |
| 2024-03-31 | $1.0M | 20k | 49.24 |
| 2023-12-31 | $986k | 21k | 47.24 |
| 2023-09-30 | $869k | 21k | 41.42 |
| 2023-06-30 | $927k | 21k | 43.80 |
| 2023-03-31 | $918k | 22k | 41.93 |
| 2022-12-31 | $900k | 22k | 40.51 |
| 2022-09-30 | $862k | 23k | 37.80 |
| 2022-06-30 | $929k | 24k | 38.97 |
| 2022-03-31 | $1.2M | 26k | 47.38 |
| 2021-12-31 | $1.3M | 13k | 102.43 |
| 2021-09-30 | $1.4M | 14k | 100.07 |
| 2021-06-30 | $1.5M | 14k | 104.21 |
| 2021-03-31 | $1.7M | 17k | 99.70 |
| 2020-12-31 | $1.9M | 22k | 88.98 |
| 2020-09-30 | $1.7M | 25k | 68.31 |
| 2020-06-30 | $1.8M | 27k | 65.34 |
| 2020-03-31 | $2.1M | 40k | 51.52 |
| 2019-12-31 | $7.8M | 104k | 75.64 |
| 2019-09-30 | $7.2M | 103k | 69.73 |
| 2019-06-30 | $7.3M | 102k | 71.48 |
| 2019-03-31 | $7.2M | 104k | 69.93 |
| 2018-12-31 | $6.3M | 103k | 60.68 |
| 2018-09-30 | $7.6M | 100k | 76.17 |
| 2018-06-30 | $7.6M | 103k | 73.57 |
| 2018-03-31 | $7.2M | 105k | 69.13 |
| 2017-12-31 | $6.8M | 98k | 69.74 |
| 2017-09-30 | $6.6M | 98k | 67.36 |
| 2017-06-30 | $6.4M | 100k | 63.91 |
| 2017-03-31 | $6.2M | 98k | 62.98 |
| 2016-12-31 | $6.1M | 99k | 61.48 |
| 2016-09-30 | $5.9M | 102k | 57.55 |
| 2016-06-30 | $5.8M | 107k | 54.03 |
| 2016-03-31 | $23M | 432k | 52.04 |
| 2015-12-31 | $19M | 37M | 0.52 |
| 2015-09-30 | $16M | 311k | 50.79 |
| 2015-06-30 | $17M | 303k | 57.48 |
| 2015-03-31 | $24M | 423k | 57.58 |
| 2014-12-31 | $23M | 420k | 55.12 |
| 2014-09-30 | $20M | 396k | 51.40 |
| 2014-06-30 | $21M | 390k | 54.81 |
| 2014-03-31 | $20M | 379k | 53.60 |
| 2013-12-31 | $19M | 368k | 52.50 |
| 2013-09-30 | $16M | 325k | 48.22 |
| 2013-06-30 | $15M | 332k | 43.99 |
| 2013-03-31 | $11M | 252k | 42.86 |