Schwab U S Small Cap ETF shares owned by Collective Family Office
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Collective Family Office
from 13F filings
Historical chart of Collective Family Office investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Collective Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 41k | 27.90 |
| 2025-06-30 | $1.0M | 41k | 25.30 |
| 2025-03-31 | $947k | 40k | 23.43 |
| 2024-12-31 | $1.1M | 42k | 25.86 |
| 2024-09-30 | $1.2M | 24k | 51.50 |
| 2024-06-30 | $1.3M | 27k | 47.45 |
| 2024-03-31 | $1.3M | 27k | 49.24 |
| 2023-12-31 | $1.3M | 28k | 47.24 |
| 2023-09-30 | $1.7M | 41k | 41.42 |
| 2023-06-30 | $1.7M | 39k | 43.80 |
| 2023-03-31 | $1.7M | 41k | 41.93 |
| 2022-12-31 | $1.6M | 41k | 40.51 |
| 2022-09-30 | $1.2M | 33k | 37.81 |
| 2022-06-30 | $1.9M | 50k | 38.99 |
| 2022-03-31 | $3.1M | 65k | 47.36 |
| 2021-12-31 | $4.1M | 40k | 102.40 |
| 2021-09-30 | $4.1M | 41k | 100.09 |
| 2021-06-30 | $3.8M | 36k | 104.19 |
| 2021-03-31 | $3.0M | 30k | 99.68 |
| 2020-12-31 | $2.4M | 27k | 89.00 |