Schwab U S Small Cap ETF shares owned by NorthRock Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by NorthRock Partners
from 13F filings
Historical chart of NorthRock Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by NorthRock Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $985k | 39k | 25.30 |
| 2025-03-31 | $951k | 41k | 23.43 |
| 2024-12-31 | $1.3M | 49k | 25.86 |
| 2024-09-30 | $1.3M | 24k | 51.50 |
| 2024-06-30 | $1.1M | 22k | 47.61 |
| 2024-03-31 | $1.3M | 26k | 49.24 |
| 2023-12-31 | $1.6M | 34k | 47.24 |
| 2023-09-30 | $1.1M | 28k | 41.42 |