Schwab U S Small Cap ETF shares owned by Aspiriant
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $357k | 13k | 27.90 |
| 2024-06-30 | $267k | 5.6k | 47.45 |
| 2024-03-31 | $269k | 5.5k | 49.24 |
| 2023-12-31 | $289k | 6.1k | 47.24 |
| 2023-09-30 | $230k | 5.6k | 41.43 |
| 2023-06-30 | $244k | 5.6k | 43.80 |
| 2023-03-31 | $240k | 5.7k | 41.93 |
| 2022-12-31 | $230k | 5.7k | 40.51 |
| 2022-09-30 | $206k | 5.5k | 37.70 |
| 2022-06-30 | $230k | 5.9k | 38.92 |
| 2022-03-31 | $259k | 5.5k | 47.44 |
| 2021-12-31 | $280k | 2.7k | 102.56 |
| 2021-09-30 | $272k | 2.7k | 99.63 |
| 2021-06-30 | $309k | 3.0k | 104.25 |
| 2021-03-31 | $296k | 3.0k | 99.87 |
| 2020-12-31 | $265k | 3.0k | 89.41 |
| 2020-09-30 | $203k | 3.0k | 68.49 |
| 2017-03-31 | $276k | 4.4k | 63.03 |