Schwab U S Small Cap ETF shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 249k | 27.90 |
| 2025-06-30 | $6.3M | 249k | 25.30 |
| 2025-03-31 | $6.1M | 258k | 23.43 |
| 2024-12-31 | $6.7M | 258k | 25.86 |
| 2024-09-30 | $6.6M | 128k | 51.50 |
| 2024-03-31 | $6.5M | 133k | 49.24 |
| 2023-12-31 | $6.5M | 138k | 47.24 |
| 2023-09-30 | $5.9M | 142k | 41.42 |
| 2023-06-30 | $6.1M | 139k | 43.80 |
| 2023-03-31 | $5.1M | 122k | 41.93 |
| 2022-12-31 | $5.0M | 122k | 40.51 |
| 2022-09-30 | $4.3M | 113k | 37.80 |
| 2022-06-30 | $3.7M | 95k | 38.98 |
| 2021-12-31 | $5.3M | 52k | 102.40 |
| 2021-09-30 | $5.5M | 55k | 100.11 |