Schwab U S Small Cap ETF shares owned by Eley Financial Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Eley Financial Management
from 13F filings
Historical chart of Eley Financial Management 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 Eley Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Eley Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 35k | 28.48 |
| 2025-09-30 | $995k | 36k | 27.90 |
| 2025-06-30 | $937k | 37k | 25.30 |
| 2025-03-31 | $901k | 38k | 23.48 |
| 2024-12-31 | $1.0M | 39k | 25.86 |
| 2024-09-30 | $1.0M | 20k | 51.50 |
| 2024-06-30 | $947k | 20k | 47.45 |
| 2024-03-31 | $1.0M | 20k | 49.24 |
| 2023-12-31 | $979k | 21k | 47.24 |
| 2023-09-30 | $860k | 21k | 41.58 |
| 2023-06-30 | $950k | 22k | 43.80 |
| 2023-03-31 | $900k | 22k | 41.93 |
| 2022-12-31 | $908k | 22k | 40.51 |