Schwab U S Small Cap ETF shares owned by Iwamoto Kong & Co
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Iwamoto Kong & Co
from 13F filings
Historical chart of Iwamoto Kong & Co investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Iwamoto Kong & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 7.3k | 27.90 |
| 2025-03-31 | $203k | 8.7k | 23.43 |
| 2024-12-31 | $225k | 8.7k | 25.86 |
| 2024-09-30 | $224k | 4.3k | 51.50 |
| 2024-06-30 | $205k | 4.3k | 47.45 |
| 2024-03-31 | $225k | 4.6k | 49.24 |
| 2023-12-31 | $202k | 4.3k | 47.24 |
| 2022-09-30 | $223k | 5.9k | 37.85 |
| 2022-03-31 | $232k | 4.9k | 47.40 |
| 2021-12-31 | $249k | 2.4k | 102.38 |
| 2021-09-30 | $284k | 2.8k | 100.28 |
| 2021-06-30 | $269k | 2.6k | 104.38 |
| 2021-03-31 | $274k | 2.7k | 99.75 |
| 2020-12-31 | $247k | 2.8k | 88.98 |
| 2020-09-30 | $214k | 3.1k | 68.41 |
| 2020-03-31 | $206k | 4.0k | 51.51 |
| 2019-12-31 | $299k | 3.9k | 75.72 |
| 2019-09-30 | $267k | 3.8k | 69.69 |
| 2019-06-30 | $289k | 4.0k | 71.53 |
| 2019-03-31 | $292k | 4.2k | 70.02 |
| 2018-12-31 | $258k | 4.3k | 60.62 |
| 2018-09-30 | $23M | 305k | 76.17 |
| 2018-06-30 | $17M | 228k | 73.57 |
| 2018-03-31 | $6.7M | 96k | 69.14 |
| 2017-12-31 | $277k | 4.0k | 69.70 |
| 2017-09-30 | $369k | 5.5k | 67.41 |
| 2017-06-30 | $7.2M | 113k | 63.91 |
| 2017-03-31 | $11M | 177k | 62.98 |
| 2016-12-31 | $4.1M | 68k | 61.48 |
| 2016-09-30 | $162k | 2.8k | 57.59 |
| 2016-06-30 | $239k | 4.4k | 54.07 |
| 2016-03-31 | $71k | 1.4k | 51.90 |
| 2015-12-31 | $248k | 4.8k | 52.02 |
| 2015-09-30 | $215k | 4.2k | 50.68 |
| 2015-06-30 | $4.3M | 75k | 57.47 |
| 2015-03-31 | $3.6M | 62k | 57.58 |
| 2014-12-31 | $2.3M | 42k | 55.11 |
| 2014-09-30 | $1.0k | 23 | 43.48 |
| 2014-06-30 | $275k | 5.0k | 54.86 |
| 2014-03-31 | $4.7M | 88k | 53.60 |
| 2013-12-31 | $4.2M | 80k | 52.50 |
| 2013-09-30 | $3.7M | 77k | 48.21 |
| 2013-06-30 | $2.1M | 47k | 43.99 |
| 2013-03-31 | $129k | 3.0k | 42.86 |
| 2012-12-31 | $57k | 1.5k | 38.12 |
| 2012-06-30 | $287 | 8 | 35.91 |
| 2012-03-31 | $0 | 8 | 0.00 |
| 2011-12-31 | $290 | 8 | 36.26 |