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Schwab U S Small Cap ETF shares owned by Novare Capital Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Novare Capital Management from 13F filings

Historical chart of Novare Capital Management 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 Novare Capital Management 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 Novare Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 5.8k 36.13
2021-12-31 $334k 3.3k 102.45
2021-09-30 $269k 2.7k 99.96
2021-06-30 $322k 3.1k 104.27
2021-03-31 $308k 3.1k 99.81
2020-12-31 $244k 2.7k 88.92
2019-12-31 $250k 3.3k 75.62