Schwab U S Small Cap ETF shares owned by Columbia Advisory Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Columbia Advisory Partners
from 13F filings
Historical chart of Columbia Advisory Partners 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 Columbia Advisory Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Columbia Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 12k | 27.90 |
| 2025-06-30 | $402k | 16k | 25.30 |
| 2025-03-31 | $373k | 16k | 23.43 |
| 2024-12-31 | $423k | 16k | 25.86 |
| 2024-09-30 | $421k | 8.2k | 51.50 |
| 2024-06-30 | $735k | 16k | 47.45 |
| 2024-03-31 | $1.2M | 25k | 49.24 |
| 2023-12-31 | $854k | 18k | 47.24 |
| 2023-09-30 | $733k | 18k | 41.42 |
| 2023-06-30 | $784k | 18k | 43.80 |
| 2023-03-31 | $764k | 18k | 41.93 |
| 2022-12-31 | $1.1M | 27k | 40.51 |
| 2022-09-30 | $1.1M | 29k | 37.79 |
| 2022-06-30 | $1.5M | 39k | 38.99 |
| 2022-03-31 | $1.8M | 37k | 47.36 |
| 2021-12-31 | $10M | 99k | 102.40 |
More positions owned by Columbia Advisory Partners
View all positions for Columbia Advisory Partners