Schwab U S Small Cap ETF shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth 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 Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $671k | 24k | 27.90 |
| 2025-06-30 | $608k | 24k | 25.30 |
| 2025-03-31 | $543k | 23k | 23.43 |
| 2024-12-31 | $600k | 23k | 25.86 |
| 2024-09-30 | $667k | 13k | 51.50 |
| 2024-06-30 | $551k | 12k | 47.46 |
| 2024-03-31 | $603k | 12k | 49.24 |
| 2023-12-31 | $752k | 19k | 40.51 |
| 2023-09-30 | $625k | 15k | 41.42 |
| 2023-06-30 | $695k | 16k | 43.80 |
| 2023-03-31 | $773k | 18k | 41.93 |
| 2022-12-31 | $752k | 19k | 40.51 |
| 2022-09-30 | $701k | 19k | 37.80 |
| 2022-06-30 | $723k | 19k | 38.99 |
| 2022-03-31 | $956k | 20k | 47.36 |
| 2021-12-31 | $1.0M | 10k | 102.40 |
| 2021-09-30 | $1.1M | 11k | 100.10 |
| 2021-06-30 | $1.1M | 11k | 104.18 |
| 2021-03-31 | $1.1M | 11k | 99.67 |
| 2020-12-31 | $993k | 11k | 89.00 |
| 2020-09-30 | $1.6M | 23k | 68.32 |
| 2020-06-30 | $2.9M | 44k | 65.34 |
| 2020-03-31 | $2.5M | 49k | 51.52 |
| 2019-12-31 | $3.4M | 45k | 75.64 |
| 2019-09-30 | $2.8M | 41k | 69.73 |
| 2019-06-30 | $2.7M | 38k | 71.48 |
| 2019-03-31 | $2.3M | 33k | 69.93 |
More positions owned by Financial Synergies Wealth Advisors
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