Schwab U S Small Cap ETF shares owned by MONECO Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by MONECO Advisors
from 13F filings
Historical chart of MONECO 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 MONECO 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 MONECO Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $493k | 18k | 27.90 |
| 2025-06-30 | $463k | 18k | 25.30 |
| 2025-03-31 | $425k | 18k | 23.43 |
| 2024-12-31 | $455k | 18k | 25.86 |
| 2024-09-30 | $396k | 7.7k | 51.50 |
| 2024-06-30 | $513k | 11k | 47.45 |
| 2024-03-31 | $623k | 13k | 49.24 |
| 2023-12-31 | $667k | 14k | 47.24 |
| 2023-09-30 | $530k | 13k | 41.42 |
| 2023-06-30 | $549k | 13k | 43.80 |
| 2023-03-31 | $492k | 12k | 41.93 |
| 2021-06-30 | $243k | 2.3k | 104.34 |
| 2021-03-31 | $261k | 2.6k | 99.58 |