Schwab U S Small Cap ETF shares owned by IFS Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by IFS Advisors
from 13F filings
Historical chart of IFS Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by IFS Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 52k | 27.90 |
| 2025-06-30 | $1.3M | 50k | 25.30 |
| 2025-03-31 | $6.0M | 255k | 23.43 |
| 2024-12-31 | $6.5M | 252k | 25.86 |
| 2024-09-30 | $6.6M | 129k | 51.50 |
| 2024-06-30 | $6.1M | 128k | 47.45 |
| 2024-03-31 | $6.1M | 124k | 49.24 |
| 2023-12-31 | $5.9M | 125k | 47.24 |
| 2023-09-30 | $1.6M | 39k | 41.42 |
| 2021-12-31 | $5.5M | 54k | 102.39 |
| 2021-09-30 | $6.4M | 64k | 100.10 |
| 2021-06-30 | $6.1M | 58k | 104.18 |
| 2021-03-31 | $5.4M | 54k | 99.66 |