Schwab U S Small Cap ETF shares owned by Aspen Investment Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Aspen Investment Management
from 13F filings
Historical chart of Aspen Investment Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Aspen Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 80k | 27.90 |
| 2025-06-30 | $2.0M | 80k | 25.30 |
| 2025-03-31 | $1.8M | 77k | 23.42 |
| 2024-12-31 | $2.0M | 77k | 25.86 |
| 2024-09-30 | $2.0M | 38k | 51.49 |
| 2024-06-30 | $1.7M | 37k | 47.45 |
| 2024-03-31 | $1.8M | 37k | 49.24 |
| 2023-12-31 | $1.7M | 36k | 47.23 |
| 2023-09-30 | $1.5M | 36k | 41.40 |
| 2023-06-30 | $1.4M | 33k | 43.81 |
| 2023-03-31 | $1.4M | 33k | 41.93 |
| 2022-12-31 | $1.3M | 33k | 40.51 |
| 2022-09-30 | $1.2M | 33k | 37.81 |
| 2022-06-30 | $1.3M | 32k | 38.99 |
| 2022-03-31 | $1.6M | 33k | 47.37 |
| 2021-12-31 | $1.7M | 16k | 102.40 |
| 2021-09-30 | $1.6M | 16k | 100.13 |
| 2021-06-30 | $1.7M | 17k | 104.18 |
| 2021-03-31 | $1.7M | 17k | 99.68 |
| 2020-12-31 | $1.4M | 15k | 88.97 |
| 2020-09-30 | $1.1M | 16k | 68.34 |
| 2020-06-30 | $950k | 15k | 65.36 |
| 2020-03-31 | $753k | 15k | 51.53 |
| 2019-12-31 | $1.2M | 17k | 75.63 |
| 2019-09-30 | $1.2M | 17k | 69.75 |
| 2019-06-30 | $1.2M | 16k | 71.49 |
| 2019-03-31 | $1.1M | 16k | 69.94 |
| 2018-12-31 | $952k | 16k | 60.65 |
| 2018-09-30 | $904k | 12k | 76.17 |
| 2018-06-30 | $819k | 11k | 73.55 |
| 2018-03-31 | $713k | 10k | 69.14 |
| 2017-12-31 | $600k | 8.6k | 69.78 |
| 2017-09-30 | $585k | 8.7k | 67.34 |
| 2017-06-30 | $506k | 7.9k | 63.87 |
| 2017-03-31 | $429k | 6.8k | 63.00 |
| 2016-12-31 | $406k | 6.6k | 61.47 |
| 2016-09-30 | $316k | 5.5k | 57.51 |
| 2016-06-30 | $297k | 5.5k | 54.05 |
| 2016-03-31 | $292k | 5.6k | 52.00 |
| 2015-12-31 | $288k | 5.5k | 52.03 |
| 2015-09-30 | $263k | 5.2k | 50.72 |
| 2015-06-30 | $285k | 5.0k | 57.52 |
| 2015-03-31 | $289k | 5.0k | 57.63 |
| 2014-12-31 | $230k | 4.2k | 55.09 |
| 2014-09-30 | $210k | 4.1k | 51.38 |
More positions owned by Aspen Investment Management
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