Schwab U S Small Cap ETF shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Morris Financial Concepts 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 Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 300k | 27.90 |
| 2025-06-30 | $7.4M | 291k | 25.30 |
| 2025-03-31 | $6.9M | 295k | 23.43 |
| 2024-12-31 | $7.6M | 293k | 25.86 |
| 2024-09-30 | $7.4M | 144k | 51.50 |
| 2024-06-30 | $6.7M | 140k | 47.45 |
| 2024-03-31 | $7.4M | 151k | 49.24 |
| 2023-12-31 | $7.8M | 166k | 47.24 |
| 2023-09-30 | $6.7M | 162k | 41.42 |
| 2023-06-30 | $7.0M | 161k | 43.80 |
| 2023-03-31 | $6.7M | 160k | 41.93 |
| 2022-12-31 | $6.2M | 153k | 40.51 |
| 2022-09-30 | $5.6M | 149k | 37.80 |
| 2022-06-30 | $5.8M | 150k | 38.99 |
| 2022-03-31 | $7.0M | 148k | 47.36 |
| 2021-12-31 | $7.3M | 72k | 102.41 |