Schwab U S Small Cap ETF shares owned by James J. Burns & Company
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by James J. Burns & Company
from 13F filings
Historical chart of James J. Burns & Company investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by James J. Burns & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by James J. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 187k | 27.90 |
| 2025-06-30 | $4.7M | 186k | 25.30 |
| 2025-03-31 | $4.3M | 184k | 23.43 |
| 2024-12-31 | $4.7M | 183k | 25.85 |
| 2024-09-30 | $4.7M | 92k | 51.51 |
| 2024-06-30 | $4.3M | 91k | 47.44 |
| 2024-03-31 | $2.6M | 55k | 47.95 |
| 2023-09-30 | $3.7M | 89k | 41.42 |
| 2023-06-30 | $4.0M | 91k | 43.81 |
| 2023-03-31 | $3.8M | 91k | 41.93 |
| 2022-12-31 | $2.3M | 56k | 40.51 |
| 2022-09-30 | $2.1M | 57k | 37.80 |