Schwab U S Small Cap ETF shares owned by Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Financial Advisors
from 13F filings
Historical chart of Financial Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 31k | 51.50 |
| 2024-06-30 | $1.5M | 31k | 47.45 |
| 2024-03-31 | $1.5M | 31k | 49.24 |
| 2023-12-31 | $1.5M | 33k | 47.24 |
| 2023-09-30 | $41M | 985k | 41.42 |
| 2023-06-30 | $42M | 967k | 43.80 |
| 2023-03-31 | $39M | 935k | 41.93 |
| 2022-12-31 | $37M | 903k | 40.51 |
| 2022-09-30 | $34M | 878k | 38.37 |
| 2022-06-30 | $32M | 808k | 38.99 |
| 2022-03-31 | $36M | 766k | 47.36 |
| 2021-12-31 | $37M | 364k | 102.40 |
| 2021-09-30 | $34M | 338k | 100.10 |
| 2021-06-30 | $33M | 317k | 104.18 |
| 2021-03-31 | $29M | 288k | 99.67 |
| 2020-12-31 | $23M | 263k | 89.00 |
| 2020-09-30 | $17M | 254k | 68.32 |
| 2020-06-30 | $16M | 244k | 65.34 |
| 2020-03-31 | $11M | 215k | 51.52 |
| 2019-12-31 | $14M | 181k | 75.64 |
| 2019-09-30 | $12M | 172k | 69.73 |
| 2019-06-30 | $7.9M | 111k | 71.48 |
| 2019-03-31 | $6.8M | 97k | 69.93 |
| 2018-12-31 | $4.9M | 81k | 60.68 |