Schwab U S Small Cap ETF shares owned by Berkeley
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Berkeley
from 13F filings
Historical chart of Berkeley investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Berkeley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $534k | 19k | 27.90 |
| 2025-06-30 | $470k | 19k | 25.30 |
| 2025-03-31 | $439k | 19k | 23.43 |
| 2024-12-31 | $550k | 21k | 25.86 |
| 2024-09-30 | $553k | 11k | 51.50 |
| 2024-06-30 | $510k | 11k | 47.45 |
| 2024-03-31 | $1.0M | 20k | 49.24 |
| 2023-12-31 | $1.1M | 23k | 47.24 |
| 2023-09-30 | $1.1M | 25k | 41.42 |
| 2023-06-30 | $1.1M | 26k | 43.80 |
| 2023-03-31 | $1.1M | 26k | 41.93 |
| 2022-12-31 | $1.1M | 27k | 40.51 |
| 2022-09-30 | $1.0M | 27k | 37.80 |
| 2022-06-30 | $1.1M | 28k | 38.99 |
| 2022-03-31 | $4.0M | 84k | 47.36 |
| 2021-12-31 | $4.2M | 41k | 102.40 |
| 2021-09-30 | $3.8M | 38k | 100.10 |
| 2021-06-30 | $3.9M | 37k | 104.18 |
| 2021-03-31 | $3.6M | 37k | 99.67 |
| 2020-12-31 | $2.7M | 31k | 89.00 |