Schwab U S Small Cap ETF shares owned by Atlantic Trust
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Atlantic Trust
from 13F filings
Historical chart of Atlantic Trust investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Atlantic Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $97k | 3.5k | 27.90 |
| 2025-06-30 | $88k | 3.5k | 25.30 |
| 2025-03-31 | $82k | 3.5k | 23.43 |
| 2024-12-31 | $90k | 3.5k | 25.86 |
| 2024-09-30 | $319k | 6.2k | 51.50 |
| 2024-06-30 | $294k | 6.2k | 47.45 |
| 2024-03-31 | $305k | 6.2k | 49.24 |
| 2023-12-31 | $293k | 6.2k | 47.24 |
| 2023-09-30 | $265k | 6.4k | 41.42 |
| 2023-06-30 | $280k | 6.4k | 43.80 |
| 2023-03-31 | $8.2k | 196 | 41.93 |
| 2022-12-31 | $8.0k | 196 | 40.82 |
| 2022-09-30 | $7.0k | 196 | 35.71 |
| 2017-06-30 | $32k | 500 | 64.00 |