Schwab U S Small Cap ETF shares owned by Financial Counselors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Financial Counselors
from 13F filings
Historical chart of Financial Counselors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Financial Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $7.7M | 330k | 23.43 |
| 2024-12-31 | $8.5M | 327k | 25.86 |
| 2024-09-30 | $8.3M | 161k | 51.50 |
| 2024-06-30 | $7.7M | 161k | 47.45 |
| 2024-03-31 | $7.9M | 161k | 49.24 |
| 2023-12-31 | $7.7M | 163k | 47.24 |
| 2023-09-30 | $6.8M | 163k | 41.42 |
| 2023-06-30 | $7.2M | 163k | 43.80 |
| 2023-03-31 | $6.8M | 163k | 41.93 |
| 2022-12-31 | $6.6M | 163k | 40.51 |
| 2022-09-30 | $4.5M | 118k | 37.80 |
| 2022-06-30 | $4.6M | 118k | 38.99 |
| 2022-03-31 | $5.6M | 118k | 47.36 |
| 2021-12-31 | $6.0M | 59k | 102.40 |
| 2021-09-30 | $6.1M | 61k | 100.11 |
| 2021-06-30 | $6.2M | 60k | 104.18 |
| 2021-03-31 | $6.0M | 60k | 99.67 |
| 2020-12-31 | $5.3M | 60k | 89.00 |
| 2019-12-31 | $464k | 6.1k | 75.58 |
| 2019-09-30 | $428k | 6.1k | 69.72 |
| 2019-06-30 | $450k | 6.3k | 71.55 |
| 2019-03-31 | $440k | 6.3k | 69.96 |
| 2018-12-31 | $596k | 9.8k | 60.69 |
| 2018-09-30 | $720k | 9.4k | 76.22 |
| 2018-06-30 | $695k | 9.4k | 73.58 |
| 2018-03-31 | $833k | 12k | 69.09 |
| 2017-12-31 | $894k | 13k | 69.76 |
| 2017-09-30 | $956k | 14k | 67.34 |
| 2017-06-30 | $917k | 14k | 63.90 |
| 2017-03-31 | $951k | 15k | 62.98 |
| 2016-12-31 | $982k | 16k | 61.47 |