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Schwab U S Small Cap ETF shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners 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 Fort Point Capital Partners 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 Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 341k 27.90
2025-06-30 $8.4M 330k 25.30
2025-03-31 $6.5M 277k 23.43
2024-12-31 $8.5M 327k 25.86
2024-09-30 $6.0M 116k 51.50
2024-06-30 $5.4M 113k 47.45
2024-03-31 $5.1M 103k 49.24
2023-12-31 $4.1M 87k 47.24
2023-09-30 $4.3M 104k 41.42
2023-06-30 $2.3M 53k 43.80