Schwab U S Small Cap ETF shares owned by HPM Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $105M | 3.8M | 27.90 |
| 2025-06-30 | $98M | 3.9M | 25.30 |
| 2025-03-31 | $112M | 4.8M | 23.43 |
| 2024-12-31 | $120M | 4.6M | 25.87 |
| 2024-09-30 | $116M | 2.3M | 51.50 |
| 2024-06-30 | $92M | 1.9M | 47.45 |
| 2024-03-31 | $94M | 1.9M | 49.23 |
| 2023-12-31 | $87M | 17M | 5.22 |
| 2023-09-30 | $81M | 2.0M | 41.42 |
| 2023-06-30 | $27M | 608k | 43.80 |
| 2023-03-31 | $11M | 269k | 41.89 |
| 2022-12-31 | $10M | 255k | 40.51 |
| 2022-09-30 | $8.9M | 235k | 37.80 |
| 2022-06-30 | $9.5M | 244k | 38.89 |
| 2022-03-31 | $8.7M | 184k | 47.36 |
| 2021-12-31 | $9.8M | 96k | 102.42 |
| 2021-09-30 | $1.4M | 14k | 100.08 |
| 2021-06-30 | $1.4M | 13k | 104.17 |
| 2021-03-31 | $1.3M | 13k | 99.69 |
| 2020-12-31 | $1.1M | 12k | 89.00 |
| 2020-09-30 | $253k | 3.7k | 68.34 |
| 2020-06-30 | $212k | 3.2k | 65.41 |
| 2019-12-31 | $245k | 3.2k | 75.50 |
| 2019-09-30 | $222k | 3.2k | 69.61 |
| 2019-06-30 | $226k | 3.2k | 71.52 |
| 2019-03-31 | $234k | 3.3k | 69.96 |
| 2018-09-30 | $217k | 2.8k | 76.33 |