Schwab U S Small Cap ETF shares owned by Bluestem Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bluestem Financial Advisors
from 13F filings
Historical chart of Bluestem Financial Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Bluestem Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 81k | 27.90 |
| 2025-06-30 | $2.1M | 81k | 25.30 |
| 2025-03-31 | $442k | 19k | 23.43 |
| 2024-12-31 | $505k | 20k | 25.86 |
| 2024-09-30 | $503k | 9.8k | 51.50 |
| 2024-06-30 | $464k | 9.8k | 47.45 |
| 2024-03-31 | $505k | 10k | 49.24 |
| 2023-12-31 | $476k | 10k | 47.24 |
More positions owned by Bluestem Financial Advisors
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