Schwab U S Small Cap ETF shares owned by Financial Consulate
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Financial Consulate
from 13F filings
Historical chart of Financial Consulate investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Financial Consulate
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $269k | 9.6k | 27.90 |
| 2019-03-31 | $3.2M | 45k | 69.92 |
| 2018-12-31 | $2.1M | 35k | 60.67 |
| 2018-09-30 | $2.9M | 38k | 76.16 |
| 2018-06-30 | $2.7M | 37k | 73.58 |
| 2018-03-31 | $2.5M | 35k | 69.14 |
| 2017-12-31 | $2.2M | 31k | 69.73 |
| 2017-09-30 | $2.0M | 30k | 67.36 |
| 2017-06-30 | $1.8M | 29k | 63.91 |
| 2017-03-31 | $1.2M | 19k | 62.99 |
| 2016-12-31 | $1.1M | 18k | 61.48 |
| 2016-09-30 | $980k | 17k | 57.55 |
| 2016-06-30 | $910k | 17k | 54.03 |
| 2016-03-31 | $869k | 17k | 52.05 |
| 2015-12-31 | $896k | 17k | 52.07 |
| 2014-12-31 | $296k | 5.4k | 55.20 |