Schwab U S Small Cap ETF shares owned by BIP Wealth
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by BIP Wealth
from 13F filings
Historical chart of BIP Wealth investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by BIP Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $417k | 15k | 27.90 |
| 2025-06-30 | $378k | 15k | 25.30 |
| 2025-03-31 | $392k | 17k | 23.43 |
| 2024-12-31 | $412k | 16k | 25.86 |
| 2024-09-30 | $414k | 8.0k | 51.50 |
| 2024-06-30 | $410k | 8.6k | 47.45 |
| 2024-03-31 | $419k | 8.5k | 49.24 |
| 2023-12-31 | $452k | 9.6k | 47.24 |
| 2023-09-30 | $396k | 9.6k | 41.42 |
| 2023-06-30 | $476k | 11k | 43.80 |
| 2023-03-31 | $467k | 11k | 41.93 |