Schwab U S Small Cap ETF shares owned by Athena Investment Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Athena Investment Management
from 13F filings
Historical chart of Athena 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 Athena Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 302k | 27.90 |
| 2025-06-30 | $8.1M | 321k | 25.30 |
| 2025-03-31 | $7.5M | 321k | 23.43 |
| 2024-12-31 | $8.4M | 326k | 25.86 |
| 2024-09-30 | $8.3M | 162k | 51.50 |
| 2024-06-30 | $7.6M | 161k | 47.45 |
| 2024-03-31 | $7.9M | 160k | 49.24 |
| 2023-09-30 | $6.6M | 159k | 41.42 |
| 2023-06-30 | $6.9M | 158k | 43.80 |
| 2023-03-31 | $6.6M | 157k | 41.93 |
| 2022-12-31 | $6.3M | 155k | 40.51 |
| 2022-09-30 | $5.8M | 152k | 37.80 |
| 2022-06-30 | $5.8M | 150k | 38.99 |
| 2022-03-31 | $6.3M | 133k | 47.37 |
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