Schwab U S Small Cap ETF shares owned by Baldwin Investment Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Baldwin Investment Management
from 13F filings
Historical chart of Baldwin 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 Baldwin Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $227k | 8.1k | 27.90 |
| 2025-06-30 | $206k | 8.1k | 25.30 |
| 2024-12-31 | $618k | 24k | 25.86 |
| 2024-09-30 | $640k | 12k | 51.50 |
| 2024-06-30 | $640k | 14k | 47.45 |
| 2024-03-31 | $750k | 15k | 49.24 |
| 2023-03-31 | $243k | 5.8k | 41.93 |
| 2022-12-31 | $239k | 5.9k | 40.51 |
| 2022-09-30 | $204k | 5.4k | 37.83 |
| 2022-06-30 | $466k | 12k | 38.96 |
| 2022-03-31 | $539k | 11k | 47.32 |
| 2021-12-31 | $642k | 6.3k | 102.36 |
| 2021-09-30 | $235k | 2.3k | 100.13 |
| 2021-06-30 | $256k | 2.5k | 103.98 |
| 2021-03-31 | $245k | 2.5k | 99.59 |
| 2020-12-31 | $216k | 2.4k | 88.82 |
More positions owned by Baldwin Investment Management
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