Schwab U S Small Cap ETF shares owned by Gallagher Fiduciary Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Gallagher Fiduciary Advisors
from 13F filings
Historical chart of Gallagher Fiduciary Advisors 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 Gallagher Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Gallagher Fiduciary Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $548k | 20k | 27.90 |
| 2025-06-30 | $756k | 30k | 25.30 |
| 2025-03-31 | $777k | 33k | 23.43 |
| 2024-12-31 | $774k | 30k | 25.86 |
| 2024-09-30 | $343k | 6.7k | 51.50 |
| 2024-06-30 | $316k | 6.7k | 47.45 |
| 2024-03-31 | $360k | 7.3k | 49.24 |
| 2023-12-31 | $346k | 7.3k | 47.24 |
| 2023-09-30 | $303k | 7.3k | 41.42 |
| 2023-06-30 | $321k | 7.3k | 43.80 |
| 2023-03-31 | $329k | 7.8k | 41.93 |
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