Schwab U S Small Cap ETF shares owned by Cascade Financial Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cascade Financial Partners
from 13F filings
Historical chart of Cascade Financial Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Cascade Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $300k | 11k | 28.48 |
| 2025-09-30 | $299k | 11k | 27.90 |
| 2025-06-30 | $267k | 11k | 25.30 |
| 2025-03-31 | $247k | 11k | 23.43 |
| 2024-12-31 | $272k | 11k | 25.86 |
| 2024-09-30 | $272k | 11k | 25.80 |
| 2024-06-30 | $251k | 5.3k | 47.45 |
More positions owned by Cascade Financial Partners
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