Schwab U S Small Cap ETF shares owned by Modus Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Modus Advisors
from 13F filings
Historical chart of Modus 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 Modus Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Modus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $189k | 6.6k | 28.48 |
| 2025-09-30 | $202k | 7.2k | 27.90 |
| 2025-06-30 | $218k | 8.6k | 25.30 |
| 2025-03-31 | $202k | 8.6k | 23.43 |
| 2024-12-31 | $231k | 8.9k | 25.86 |
| 2024-09-30 | $230k | 4.5k | 51.50 |
| 2024-06-30 | $232k | 4.9k | 47.45 |
| 2024-03-31 | $240k | 4.9k | 49.24 |
| 2023-12-31 | $231k | 4.9k | 47.24 |
| 2023-09-30 | $350k | 8.4k | 41.42 |
| 2023-06-30 | $370k | 8.4k | 43.80 |
| 2023-03-31 | $395k | 9.4k | 41.93 |
| 2022-12-31 | $382k | 9.4k | 40.51 |
| 2022-09-30 | $369k | 9.8k | 37.79 |
| 2022-06-30 | $245k | 6.3k | 39.07 |
| 2022-03-31 | $348k | 7.3k | 47.41 |
| 2021-12-31 | $377k | 3.7k | 102.50 |
| 2021-09-30 | $394k | 3.9k | 100.13 |
| 2021-06-30 | $413k | 4.0k | 104.27 |
| 2021-03-31 | $364k | 3.6k | 99.78 |
| 2020-12-31 | $271k | 3.0k | 89.09 |
| 2020-09-30 | $225k | 3.3k | 68.20 |
| 2020-06-30 | $805k | 12k | 65.36 |
| 2020-03-31 | $1.5M | 28k | 51.53 |
| 2019-12-31 | $2.2M | 29k | 75.65 |