Schwab U S Small Cap ETF shares owned by Geometric Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Geometric Wealth Advisors
from 13F filings
Historical chart of Geometric 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 Geometric Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $460k | 17k | 27.90 |
| 2025-06-30 | $381k | 15k | 25.30 |
| 2025-03-31 | $397k | 17k | 23.43 |
| 2024-12-31 | $438k | 17k | 25.86 |
| 2024-09-30 | $374k | 7.3k | 51.50 |
| 2024-03-31 | $316k | 6.4k | 49.24 |
| 2023-12-31 | $295k | 6.2k | 47.24 |
| 2023-09-30 | $251k | 6.1k | 41.42 |
| 2023-06-30 | $271k | 6.0k | 44.88 |
| 2023-03-31 | $246k | 6.0k | 40.79 |
| 2022-12-31 | $231k | 5.7k | 40.51 |
| 2022-09-30 | $229k | 6.1k | 37.85 |
| 2022-06-30 | $233k | 6.0k | 38.97 |
| 2022-03-31 | $282k | 6.0k | 47.32 |