Schwab U S Small Cap ETF shares owned by Barrett & Company
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Barrett & Company
from 13F filings
Historical chart of Barrett & Company investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Barrett & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $74k | 2.7k | 27.90 |
| 2025-06-30 | $67k | 2.7k | 25.30 |
| 2025-03-31 | $62k | 2.7k | 23.43 |
| 2024-12-31 | $69k | 2.7k | 25.86 |
| 2024-09-30 | $69k | 1.3k | 51.50 |
| 2024-06-30 | $63k | 1.3k | 47.45 |
| 2024-03-31 | $66k | 1.3k | 49.24 |
| 2023-12-31 | $63k | 1.3k | 47.24 |
| 2023-09-30 | $55k | 1.3k | 41.42 |
| 2023-06-30 | $58k | 1.3k | 43.80 |
| 2023-03-31 | $56k | 1.3k | 41.93 |
| 2022-12-31 | $54k | 1.3k | 40.51 |
| 2022-09-30 | $54k | 1.3k | 40.51 |