Schwab U S Small Cap ETF shares owned by Operose Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Operose Advisors
from 13F filings
Historical chart of Operose Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Operose Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $70k | 2.5k | 27.90 |
| 2025-06-30 | $57k | 2.2k | 25.30 |
| 2025-03-31 | $53k | 2.2k | 23.43 |
| 2024-12-31 | $58k | 2.2k | 25.86 |
| 2024-09-30 | $46k | 900 | 51.49 |
| 2024-06-30 | $26k | 545 | 47.44 |
| 2024-03-31 | $27k | 545 | 49.23 |
| 2023-12-31 | $16k | 340 | 47.24 |
| 2023-09-30 | $14k | 340 | 41.42 |
| 2023-06-30 | $15k | 340 | 43.80 |
| 2023-03-31 | $14k | 340 | 41.93 |
| 2022-12-31 | $14k | 340 | 40.51 |
| 2022-09-30 | $13k | 340 | 38.24 |
| 2022-06-30 | $13k | 340 | 38.24 |
| 2022-03-31 | $16k | 340 | 47.06 |
| 2021-12-31 | $17k | 170 | 100.00 |