Schwab U S Small Cap ETF shares owned by Family Firm
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.8M | 110k | 25.30 |
| 2025-03-31 | $2.6M | 109k | 23.43 |
| 2024-12-31 | $2.9M | 111k | 25.86 |
| 2024-09-30 | $2.9M | 55k | 51.50 |
| 2024-06-30 | $2.6M | 55k | 47.45 |
| 2024-03-31 | $2.7M | 55k | 49.24 |
| 2023-12-31 | $2.7M | 57k | 47.24 |
| 2023-09-30 | $2.4M | 57k | 41.42 |
| 2023-06-30 | $3.2M | 73k | 43.80 |
| 2023-03-31 | $3.2M | 75k | 41.93 |
| 2022-12-31 | $3.1M | 76k | 40.51 |
| 2022-09-30 | $3.7M | 37k | 102.40 |
| 2022-06-30 | $3.7M | 37k | 102.40 |
| 2022-03-31 | $3.7M | 37k | 102.40 |
| 2021-12-31 | $3.7M | 37k | 102.40 |
| 2021-09-30 | $3.8M | 37k | 104.36 |
| 2021-06-30 | $3.8M | 37k | 104.18 |
| 2021-03-31 | $3.7M | 37k | 99.67 |
| 2020-12-31 | $3.6M | 38k | 95.50 |
| 2020-09-30 | $2.7M | 40k | 68.33 |
| 2020-06-30 | $2.5M | 39k | 65.35 |
| 2020-03-31 | $2.1M | 41k | 51.53 |
| 2019-12-31 | $2.9M | 38k | 75.64 |
| 2018-03-31 | $1.7M | 25k | 69.12 |
| 2017-12-31 | $1.7M | 25k | 69.74 |
| 2017-09-30 | $1.7M | 25k | 67.38 |
| 2017-06-30 | $1.3M | 20k | 63.92 |
| 2017-03-31 | $1.3M | 21k | 62.97 |
| 2016-09-30 | $1.3M | 22k | 57.56 |
| 2016-06-30 | $1.4M | 26k | 54.02 |
| 2016-03-31 | $1.0M | 20k | 52.02 |
| 2015-12-31 | $619k | 12k | 52.05 |
| 2015-09-30 | $580k | 11k | 50.75 |