Schwab U S Small Cap ETF shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $595k | 21k | 27.90 |
| 2025-06-30 | $568k | 22k | 25.30 |
| 2025-03-31 | $406k | 17k | 23.43 |
| 2024-12-31 | $390k | 15k | 25.86 |
| 2024-09-30 | $375k | 7.3k | 51.50 |
| 2024-06-30 | $305k | 6.5k | 47.16 |
| 2024-03-31 | $321k | 6.6k | 48.80 |
| 2023-12-31 | $212k | 4.5k | 47.24 |
| 2023-06-30 | $149k | 3.4k | 43.81 |
| 2022-12-31 | $135k | 3.3k | 40.51 |