Schwab U S Small Cap ETF shares owned by Nikulski Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Nikulski Financial
from 13F filings
Historical chart of Nikulski Financial 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 Nikulski Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Nikulski Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 196k | 27.90 |
| 2025-06-30 | $4.9M | 192k | 25.30 |
| 2025-03-31 | $4.2M | 181k | 23.43 |
| 2024-12-31 | $4.6M | 180k | 25.86 |
| 2024-09-30 | $4.5M | 88k | 51.50 |
| 2024-06-30 | $4.1M | 87k | 47.45 |
| 2024-03-31 | $4.3M | 87k | 49.24 |
| 2023-12-31 | $4.1M | 86k | 47.24 |
| 2023-09-30 | $3.4M | 81k | 41.42 |
| 2023-06-30 | $3.5M | 79k | 43.80 |
| 2023-03-31 | $3.3M | 78k | 41.93 |
| 2022-12-31 | $3.2M | 78k | 40.51 |
| 2022-09-30 | $2.9M | 76k | 37.79 |
| 2022-06-30 | $2.9M | 75k | 38.99 |
| 2022-03-31 | $3.5M | 75k | 47.36 |
| 2021-12-31 | $3.8M | 37k | 102.41 |
| 2021-09-30 | $3.7M | 37k | 100.10 |
| 2021-06-30 | $3.8M | 37k | 101.19 |
| 2021-03-31 | $3.9M | 39k | 99.68 |
| 2020-12-31 | $2.6M | 38k | 68.33 |
| 2020-09-30 | $2.6M | 38k | 68.33 |
| 2020-06-30 | $2.5M | 38k | 65.33 |
| 2020-03-31 | $2.1M | 40k | 51.52 |
| 2019-12-31 | $3.3M | 44k | 74.87 |
| 2019-09-30 | $2.8M | 41k | 69.16 |
| 2019-06-30 | $3.0M | 42k | 71.41 |
| 2019-03-31 | $3.0M | 42k | 69.94 |
| 2018-12-31 | $3.0M | 50k | 60.69 |
| 2018-09-30 | $3.6M | 53k | 68.12 |
| 2018-06-30 | $3.6M | 48k | 73.57 |
| 2018-03-31 | $3.2M | 47k | 69.13 |
| 2017-12-31 | $3.0M | 44k | 69.74 |