Schwab U S Small Cap ETF shares owned by Moller Financial Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Moller Financial Services
from 13F filings
Historical chart of Moller Financial Services investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Moller Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 67k | 28.48 |
| 2025-09-30 | $1.9M | 67k | 27.90 |
| 2025-06-30 | $1.8M | 72k | 25.30 |
| 2025-03-31 | $1.8M | 75k | 23.43 |
| 2024-12-31 | $2.0M | 76k | 25.86 |
| 2024-09-30 | $2.2M | 43k | 51.50 |
| 2024-06-30 | $2.0M | 43k | 47.45 |
| 2024-03-31 | $2.1M | 43k | 49.24 |
| 2023-12-31 | $2.2M | 46k | 47.24 |
| 2023-09-30 | $1.5M | 36k | 41.42 |
| 2023-06-30 | $1.6M | 37k | 43.80 |
| 2023-03-31 | $2.0M | 48k | 41.93 |
| 2022-12-31 | $2.2M | 54k | 40.51 |
| 2022-09-30 | $2.2M | 59k | 37.80 |
| 2022-06-30 | $2.0M | 51k | 38.99 |
| 2022-03-31 | $2.3M | 49k | 47.36 |
| 2021-12-31 | $2.6M | 25k | 102.40 |
| 2021-09-30 | $2.6M | 26k | 100.11 |
| 2021-06-30 | $2.7M | 26k | 104.17 |
| 2021-03-31 | $2.6M | 26k | 99.66 |
| 2020-12-31 | $2.3M | 26k | 88.99 |
| 2020-09-30 | $2.2M | 33k | 68.32 |
| 2020-06-30 | $2.7M | 41k | 65.34 |