Schwab U S Small Cap ETF shares owned by Asset Allocation Strategies
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Asset Allocation Strategies
from 13F filings
Historical chart of Asset Allocation Strategies investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Asset Allocation Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 156k | 27.90 |
| 2025-06-30 | $3.6M | 141k | 25.30 |
| 2024-12-31 | $3.0M | 113k | 26.32 |
| 2024-09-30 | $1.5M | 30k | 51.50 |
| 2024-06-30 | $240k | 5.1k | 47.45 |
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