Schwab U S Small Cap ETF shares owned by Legacy Bridge
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Legacy Bridge
from 13F filings
Historical chart of Legacy Bridge investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Legacy Bridge
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $641k | 23k | 27.90 |
| 2025-06-30 | $581k | 23k | 25.30 |
| 2025-03-31 | $538k | 23k | 23.43 |
| 2024-12-31 | $625k | 24k | 25.86 |
| 2024-09-30 | $622k | 12k | 51.50 |
| 2024-06-30 | $573k | 12k | 47.45 |
| 2024-03-31 | $595k | 12k | 49.24 |
| 2023-12-31 | $575k | 12k | 47.24 |
| 2023-09-30 | $505k | 12k | 41.42 |
| 2023-06-30 | $534k | 12k | 43.80 |
| 2023-03-31 | $433k | 10k | 41.93 |
| 2022-12-31 | $419k | 10k | 40.51 |
| 2022-09-30 | $390k | 10k | 37.75 |
| 2022-06-30 | $403k | 10k | 39.01 |
| 2022-03-31 | $489k | 10k | 47.34 |
| 2021-12-31 | $529k | 5.2k | 102.42 |
| 2021-09-30 | $517k | 5.2k | 100.10 |
| 2021-06-30 | $549k | 5.3k | 104.27 |
| 2021-03-31 | $525k | 5.3k | 99.72 |
| 2020-12-31 | $469k | 5.3k | 89.08 |
| 2020-09-30 | $360k | 5.3k | 68.38 |
| 2020-06-30 | $344k | 5.3k | 65.34 |
| 2020-03-31 | $294k | 5.7k | 51.53 |
| 2019-12-31 | $484k | 6.4k | 75.57 |
| 2019-09-30 | $447k | 6.4k | 69.79 |
| 2019-06-30 | $458k | 6.4k | 71.51 |
| 2019-03-31 | $446k | 6.4k | 69.91 |
| 2018-12-31 | $384k | 6.3k | 60.62 |