Schwab U S Small Cap ETF shares owned by MBL Wealth
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by MBL Wealth 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 MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 38k | 27.90 |
| 2025-06-30 | $954k | 38k | 25.30 |
| 2025-03-31 | $883k | 38k | 23.43 |
| 2024-12-31 | $975k | 38k | 25.86 |
| 2024-09-30 | $971k | 19k | 51.50 |
| 2024-06-30 | $894k | 19k | 47.45 |
| 2024-03-31 | $929k | 19k | 49.24 |
| 2023-12-31 | $892k | 19k | 47.24 |
| 2023-09-30 | $782k | 19k | 41.42 |
| 2023-06-30 | $828k | 19k | 43.80 |
| 2023-03-31 | $793k | 19k | 41.93 |
| 2022-12-31 | $790k | 20k | 40.50 |
| 2022-09-30 | $722k | 19k | 37.80 |