Schwab U S Small Cap ETF shares owned by Cooper/haims Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cooper/haims Advisors
from 13F filings
Historical chart of Cooper/haims Advisors 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 Cooper/haims Advisors 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 Cooper/haims Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 49k | 27.90 |
| 2025-06-30 | $1.3M | 50k | 25.30 |
| 2025-03-31 | $1.2M | 50k | 23.43 |
| 2024-12-31 | $1.4M | 55k | 25.86 |
| 2024-09-30 | $1.4M | 27k | 51.50 |
| 2024-06-30 | $1.3M | 27k | 47.45 |
| 2024-03-31 | $1.6M | 33k | 49.24 |
| 2023-09-30 | $1.6M | 40k | 41.42 |
| 2023-06-30 | $2.0M | 45k | 43.80 |
| 2023-03-31 | $2.0M | 47k | 41.93 |
| 2022-12-31 | $2.0M | 49k | 40.51 |
| 2022-09-30 | $1.8M | 49k | 37.79 |
| 2022-06-30 | $1.9M | 49k | 39.00 |
| 2022-03-31 | $2.5M | 53k | 47.36 |
| 2021-12-31 | $3.1M | 30k | 102.40 |
| 2021-09-30 | $3.0M | 30k | 100.11 |
| 2021-06-30 | $3.5M | 34k | 104.18 |
| 2021-03-31 | $3.5M | 35k | 99.68 |
| 2020-12-31 | $3.3M | 37k | 88.99 |
| 2020-09-30 | $2.7M | 39k | 68.33 |
| 2020-06-30 | $3.0M | 46k | 65.33 |
| 2020-03-31 | $2.6M | 50k | 51.52 |
| 2019-12-31 | $4.1M | 54k | 75.65 |
| 2019-09-30 | $4.0M | 57k | 69.74 |
| 2019-06-30 | $4.2M | 59k | 71.48 |
| 2019-03-31 | $4.9M | 71k | 69.93 |
| 2018-12-31 | $5.5M | 90k | 60.68 |
| 2018-09-30 | $8.9M | 117k | 76.17 |
| 2018-06-30 | $11M | 143k | 73.57 |
| 2018-03-31 | $9.1M | 132k | 69.13 |
| 2017-12-31 | $8.5M | 122k | 69.74 |