Schwab U S Small Cap ETF shares owned by Kozak & Associates
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Kozak & Associates 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 Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 8.4k | 26.88 |
| 2025-06-30 | $219k | 8.4k | 26.12 |
| 2025-03-31 | $183k | 8.4k | 21.89 |
| 2024-12-31 | $219k | 8.4k | 26.26 |
| 2024-09-30 | $221k | 8.4k | 26.40 |
| 2024-06-30 | $201k | 4.2k | 47.23 |
| 2024-03-31 | $206k | 4.2k | 48.71 |
| 2023-12-31 | $191k | 4.2k | 45.22 |
| 2023-09-30 | $171k | 4.2k | 40.54 |
| 2023-06-30 | $186k | 4.2k | 44.03 |
| 2023-03-31 | $177k | 4.2k | 41.93 |
| 2022-12-31 | $171k | 4.2k | 40.50 |
| 2022-09-30 | $163k | 4.2k | 38.61 |
| 2022-06-30 | $165k | 4.2k | 39.08 |
| 2022-03-31 | $194k | 2.1k | 91.90 |
| 2021-12-31 | $194k | 2.1k | 91.90 |
| 2021-09-30 | $230k | 2.1k | 108.95 |
| 2020-12-31 | $206k | 2.1k | 99.23 |