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Schwab U S Small Cap ETF shares owned by Birchbrook

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Birchbrook from 13F filings

Historical chart of Birchbrook investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Birchbrook consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Birchbrook

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 11k 27.90
2025-06-30 $266k 11k 25.30
2025-03-31 $247k 11k 23.43
2024-12-31 $272k 11k 25.86
2024-09-30 $271k 5.3k 51.50
2024-06-30 $250k 5.3k 47.45
2024-03-31 $259k 5.3k 49.24
2023-12-31 $249k 5.3k 47.24