Schwab U S Small Cap ETF shares owned by NFP Retirement
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by NFP Retirement
from 13F filings
Historical chart of NFP Retirement investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by NFP Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 154k | 25.30 |
| 2025-06-30 | $3.9M | 154k | 25.30 |
| 2025-03-31 | $4.9M | 208k | 23.43 |
| 2024-12-31 | $5.1M | 199k | 25.86 |
| 2024-09-30 | $4.9M | 94k | 51.50 |
| 2024-06-30 | $5.4M | 114k | 47.45 |
| 2024-03-31 | $5.8M | 119k | 49.24 |
| 2023-12-31 | $5.9M | 124k | 47.24 |
| 2023-09-30 | $4.8M | 117k | 41.42 |
| 2023-06-30 | $6.0M | 136k | 43.80 |
| 2023-03-31 | $5.4M | 129k | 41.93 |
| 2022-12-31 | $5.0M | 124k | 40.51 |
| 2022-09-30 | $3.7M | 97k | 37.80 |
| 2022-06-30 | $3.2M | 83k | 39.00 |
| 2022-03-31 | $3.6M | 75k | 47.37 |
| 2021-12-31 | $3.8M | 37k | 102.43 |
| 2021-09-30 | $3.5M | 35k | 100.14 |
| 2021-06-30 | $3.7M | 35k | 104.21 |
| 2021-03-31 | $2.5M | 25k | 99.68 |
| 2020-12-31 | $2.2M | 24k | 89.02 |
| 2020-09-30 | $1.7M | 25k | 68.33 |
| 2020-06-30 | $1.8M | 27k | 65.35 |
| 2020-03-31 | $1.1M | 22k | 51.52 |
| 2019-12-31 | $1.6M | 21k | 75.51 |