Schwab U S Small Cap ETF shares owned by Oakmont Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 65k | 27.90 |
| 2025-06-30 | $1.7M | 69k | 25.30 |
| 2025-03-31 | $1.8M | 77k | 23.43 |
| 2024-12-31 | $2.2M | 85k | 25.86 |
| 2024-09-30 | $2.1M | 42k | 51.50 |
| 2024-06-30 | $2.0M | 42k | 47.45 |
| 2024-03-31 | $2.3M | 48k | 49.24 |
| 2023-12-31 | $2.1M | 45k | 47.24 |
| 2023-09-30 | $1.8M | 44k | 41.42 |
| 2023-06-30 | $978k | 22k | 43.80 |
| 2023-03-31 | $285k | 6.8k | 41.93 |
| 2022-12-31 | $275k | 6.8k | 40.51 |
| 2022-09-30 | $240k | 6.3k | 37.84 |
| 2022-06-30 | $247k | 6.3k | 38.95 |
| 2022-03-31 | $313k | 6.6k | 47.31 |