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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

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Quarterly 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