Schwab U S Small Cap ETF shares owned by Bedel Financial Consulting
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bedel Financial Consulting
from 13F filings
Historical chart of Bedel Financial Consulting investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Bedel Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $427k | 15k | 27.90 |
| 2025-06-30 | $370k | 15k | 25.30 |
| 2025-03-31 | $338k | 15k | 23.15 |
| 2024-12-31 | $394k | 15k | 26.94 |
| 2024-09-30 | $376k | 7.3k | 51.50 |
| 2024-06-30 | $346k | 7.3k | 47.45 |
| 2024-03-31 | $373k | 7.6k | 49.24 |
| 2023-12-31 | $344k | 7.3k | 47.24 |
| 2023-09-30 | $313k | 7.6k | 41.42 |
| 2023-06-30 | $330k | 7.5k | 43.80 |
| 2023-03-31 | $308k | 7.3k | 41.93 |
| 2022-12-31 | $297k | 7.3k | 40.51 |
| 2022-09-30 | $309k | 7.5k | 41.05 |
| 2022-06-30 | $265k | 6.8k | 38.93 |
| 2022-03-31 | $322k | 6.8k | 47.33 |
| 2021-12-31 | $348k | 3.4k | 102.32 |
| 2021-09-30 | $341k | 3.4k | 100.03 |
| 2021-06-30 | $365k | 3.5k | 104.11 |
| 2021-03-31 | $361k | 3.6k | 99.75 |
| 2020-12-31 | $189k | 2.1k | 88.94 |
| 2020-09-30 | $145k | 2.1k | 68.24 |
| 2020-06-30 | $139k | 2.1k | 65.44 |
| 2020-03-31 | $116k | 2.2k | 51.74 |
| 2019-12-31 | $170k | 2.2k | 75.86 |
| 2019-09-30 | $152k | 2.2k | 69.92 |
| 2019-06-30 | $155k | 2.2k | 71.33 |
| 2019-03-31 | $152k | 2.2k | 69.95 |
| 2018-12-31 | $125k | 2.1k | 60.92 |
| 2018-09-30 | $147k | 2.1k | 71.67 |
| 2018-06-30 | $155k | 2.1k | 73.46 |
| 2018-03-31 | $129k | 1.9k | 68.87 |
More positions owned by Bedel Financial Consulting
View all positions for Bedel Financial Consulting