Ferguson Wellman Capital Management »

Schwab U S Small Cap ETF shares owned by Ferguson Wellman Capital Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Ferguson Wellman Capital Management from 13F filings

Historical chart of Ferguson Wellman Capital 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 Ferguson Wellman Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Ferguson Wellman Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $386k 13k 29.08
2020-12-31 $273k 3.1k 89.16
2020-09-30 $209k 3.1k 68.26
2019-12-31 $259k 3.4k 75.55
2019-09-30 $239k 3.4k 69.72
2019-06-30 $245k 3.4k 71.47
2019-03-31 $240k 3.4k 69.99
2018-12-31 $216k 3.6k 60.81
2018-09-30 $271k 3.6k 76.30
2018-06-30 $261k 3.6k 73.48
2018-03-31 $246k 3.6k 69.26
2017-12-31 $275k 3.9k 69.76
2017-09-30 $205k 3.0k 67.39