Schwab U S Small Cap ETF shares owned by Costello Asset Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset Management investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Costello Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Costello Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58k | 2.1k | 27.90 |
| 2025-06-30 | $75k | 2.9k | 25.30 |
| 2025-03-31 | $69k | 2.9k | 23.43 |
| 2024-12-31 | $75k | 2.9k | 25.86 |
| 2024-09-30 | $62k | 1.2k | 51.49 |
| 2024-06-30 | $57k | 1.2k | 47.45 |
| 2024-03-31 | $61k | 1.2k | 49.24 |
| 2023-12-31 | $54k | 1.1k | 47.24 |
| 2023-09-30 | $65k | 1.6k | 41.42 |
| 2023-06-30 | $69k | 1.6k | 43.80 |
| 2023-03-31 | $66k | 1.6k | 41.93 |
| 2022-12-31 | $63k | 1.6k | 40.51 |
| 2022-09-30 | $59k | 1.6k | 37.72 |
| 2022-06-30 | $61k | 1.6k | 39.00 |
| 2022-03-31 | $98k | 2.1k | 47.30 |
| 2021-12-31 | $108k | 1.1k | 102.66 |
| 2021-09-30 | $99k | 992 | 99.80 |
| 2021-06-30 | $102k | 977 | 104.40 |
| 2021-03-31 | $101k | 1.0k | 99.70 |
| 2020-12-31 | $90k | 1.0k | 88.85 |
| 2020-09-30 | $73k | 1.0k | 69.66 |
| 2020-06-30 | $70k | 1.1k | 65.06 |