Schwab U S Small Cap ETF shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 721k | 27.90 |
| 2025-06-30 | $18M | 729k | 25.30 |
| 2025-03-31 | $18M | 747k | 23.43 |
| 2024-12-31 | $20M | 775k | 25.86 |
| 2024-09-30 | $20M | 393k | 51.50 |
| 2024-06-30 | $19M | 398k | 47.45 |
| 2024-03-31 | $19M | 393k | 49.24 |
| 2023-12-31 | $18M | 387k | 47.24 |
| 2023-09-30 | $15M | 373k | 41.42 |
| 2023-06-30 | $16M | 375k | 43.80 |
| 2023-03-31 | $16M | 378k | 41.93 |
| 2022-12-31 | $16M | 388k | 40.51 |
| 2022-09-30 | $14M | 371k | 37.80 |
| 2022-06-30 | $15M | 375k | 38.99 |
| 2022-03-31 | $18M | 376k | 47.36 |
| 2021-12-31 | $17M | 170k | 102.40 |
| 2021-09-30 | $17M | 167k | 100.10 |
| 2021-06-30 | $17M | 162k | 104.18 |
| 2021-03-31 | $16M | 161k | 99.67 |
| 2020-12-31 | $14M | 162k | 89.00 |
| 2020-09-30 | $11M | 157k | 68.32 |
| 2020-06-30 | $10M | 158k | 65.34 |
| 2020-03-31 | $9.4M | 183k | 51.52 |
| 2019-12-31 | $16M | 209k | 75.64 |
| 2019-09-30 | $14M | 205k | 69.73 |
| 2019-06-30 | $14M | 192k | 71.48 |
| 2019-03-31 | $13M | 180k | 69.93 |
| 2018-12-31 | $9.9M | 163k | 60.68 |