Schwab U S Small Cap ETF shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial 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 Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $234k | 8.2k | 28.48 |
| 2025-09-30 | $271k | 9.7k | 27.90 |
| 2025-06-30 | $249k | 9.9k | 25.30 |
| 2025-03-31 | $232k | 9.9k | 23.43 |
| 2024-12-31 | $334k | 13k | 25.86 |
| 2024-09-30 | $333k | 6.5k | 51.50 |
| 2024-06-30 | $305k | 6.4k | 47.45 |
| 2024-03-31 | $316k | 6.4k | 49.24 |
| 2023-12-31 | $345k | 7.3k | 47.24 |
| 2023-09-30 | $389k | 9.4k | 41.42 |
| 2023-06-30 | $938k | 21k | 43.80 |
| 2023-03-31 | $1.2M | 28k | 41.93 |
| 2022-12-31 | $6.5M | 161k | 40.51 |
| 2022-09-30 | $6.0M | 159k | 37.80 |
| 2022-06-30 | $6.1M | 158k | 38.99 |
| 2022-03-31 | $7.6M | 160k | 47.36 |
| 2021-12-31 | $8.2M | 80k | 102.40 |
| 2021-09-30 | $8.0M | 80k | 100.10 |
| 2021-06-30 | $7.8M | 75k | 104.18 |
| 2021-03-31 | $7.5M | 75k | 99.67 |
| 2020-12-31 | $6.9M | 78k | 89.00 |
| 2020-09-30 | $5.3M | 77k | 68.36 |
| 2020-06-30 | $4.6M | 71k | 65.34 |
| 2020-03-31 | $3.3M | 63k | 51.53 |
| 2019-12-31 | $4.7M | 62k | 75.64 |
| 2019-09-30 | $4.1M | 59k | 69.85 |
| 2019-06-30 | $2.9M | 40k | 71.49 |
| 2019-03-31 | $2.6M | 37k | 69.94 |
| 2018-12-31 | $2.0M | 34k | 60.69 |
| 2018-09-30 | $2.2M | 29k | 76.18 |
| 2018-06-30 | $1.6M | 22k | 73.55 |
| 2018-03-31 | $1.2M | 18k | 69.12 |
| 2017-12-31 | $864k | 12k | 69.70 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners