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Schwab U S Small Cap ETF shares owned by Fonville Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Fonville Wealth Management from 13F filings

Historical chart of Fonville Wealth Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Fonville Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Fonville Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 47k 27.90
2025-06-30 $1.2M 48k 25.30
2025-03-31 $1.1M 49k 22.90
2024-12-31 $1.3M 51k 25.86
2024-09-30 $1.4M 27k 51.50
2024-06-30 $1.4M 29k 47.60
2024-03-31 $1.5M 31k 49.24
2023-12-31 $1.5M 31k 47.24