Schwab U S Small Cap ETF shares owned by HB Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 288k | 27.90 |
| 2025-06-30 | $7.0M | 278k | 25.30 |
| 2025-03-31 | $7.1M | 305k | 23.43 |
| 2024-12-31 | $7.7M | 299k | 25.86 |
| 2024-09-30 | $7.9M | 153k | 51.50 |
| 2024-06-30 | $6.7M | 142k | 47.45 |
| 2024-03-31 | $7.1M | 145k | 49.23 |
| 2023-12-31 | $6.9M | 146k | 47.24 |
| 2023-09-30 | $6.2M | 149k | 41.42 |
| 2023-06-30 | $6.5M | 148k | 43.80 |
| 2023-03-31 | $6.4M | 153k | 41.93 |
| 2022-12-31 | $6.2M | 153k | 40.51 |
| 2022-09-30 | $5.5M | 146k | 37.80 |
| 2022-06-30 | $6.3M | 163k | 38.99 |
| 2022-03-31 | $3.5M | 74k | 47.35 |
| 2021-12-31 | $3.7M | 36k | 102.39 |
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