Schwab U S Small Cap ETF shares owned by MCF Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by MCF Advisors
from 13F filings
Historical chart of MCF Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by MCF Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by MCF Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $284k | 10k | 27.90 |
| 2025-06-30 | $251k | 9.9k | 25.30 |
| 2025-03-31 | $233k | 9.9k | 23.43 |
| 2024-12-31 | $257k | 9.9k | 25.86 |
| 2024-09-30 | $257k | 5.0k | 51.50 |
| 2024-06-30 | $244k | 5.1k | 47.52 |
| 2024-03-31 | $245k | 5.0k | 49.24 |
| 2023-12-31 | $235k | 5.0k | 47.24 |
| 2023-09-30 | $221k | 5.3k | 41.42 |
| 2023-06-30 | $137k | 3.1k | 43.79 |
| 2023-03-31 | $131k | 3.1k | 41.91 |
| 2022-12-31 | $127k | 3.1k | 40.51 |
| 2022-09-30 | $123k | 3.2k | 37.89 |
| 2022-06-30 | $93k | 2.4k | 39.01 |
| 2022-03-31 | $123k | 2.6k | 47.38 |
| 2021-09-30 | $18k | 177 | 101.69 |
| 2021-06-30 | $19k | 180 | 105.56 |
| 2021-03-31 | $18k | 180 | 100.00 |
| 2020-12-31 | $16k | 180 | 88.89 |
| 2020-09-30 | $13k | 188 | 69.15 |
| 2020-06-30 | $13k | 192 | 67.71 |
| 2020-03-31 | $864k | 17k | 51.50 |
| 2019-12-31 | $3.6M | 48k | 75.63 |
| 2019-09-30 | $3.5M | 51k | 69.74 |
| 2019-06-30 | $3.3M | 47k | 71.47 |
| 2019-03-31 | $3.1M | 45k | 69.92 |
| 2018-12-31 | $2.4M | 40k | 60.68 |
| 2018-09-30 | $1.3M | 18k | 76.19 |
| 2018-06-30 | $1.3M | 18k | 73.56 |
| 2018-03-31 | $1.2M | 17k | 69.12 |
| 2017-12-31 | $1.1M | 16k | 69.75 |
| 2017-09-30 | $843k | 13k | 67.34 |
| 2017-06-30 | $465k | 7.3k | 63.91 |
| 2017-03-31 | $378k | 6.0k | 63.05 |
| 2016-12-31 | $266k | 4.3k | 61.42 |
| 2016-09-30 | $242k | 4.2k | 57.67 |
| 2016-06-30 | $193k | 3.6k | 53.97 |
| 2016-03-31 | $170k | 3.3k | 52.07 |
| 2015-12-31 | $149k | 2.9k | 52.23 |
| 2015-09-30 | $144k | 2.8k | 50.88 |
| 2015-06-30 | $113k | 2.0k | 57.54 |
| 2015-03-31 | $71k | 1.2k | 57.40 |
| 2014-12-31 | $36k | 653 | 55.13 |
| 2014-09-30 | $25k | 468 | 53.42 |
| 2014-06-30 | $16k | 295 | 54.24 |
| 2014-03-31 | $10k | 195 | 51.28 |
| 2013-12-31 | $5.0k | 99 | 50.51 |