Schwab U S Small Cap ETF shares owned by Peak Financial Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 11k | 27.90 |
| 2025-06-30 | $250k | 9.9k | 25.30 |
| 2025-03-31 | $202k | 8.6k | 23.43 |
| 2024-12-31 | $222k | 8.6k | 25.86 |
| 2024-09-30 | $225k | 4.4k | 51.50 |
| 2024-06-30 | $205k | 4.3k | 47.45 |
| 2024-03-31 | $212k | 4.3k | 49.24 |
| 2023-12-31 | $211k | 4.5k | 47.24 |
| 2023-09-30 | $233k | 5.6k | 41.42 |
| 2023-06-30 | $290k | 6.6k | 43.80 |
| 2023-03-31 | $260k | 6.2k | 41.93 |
| 2022-12-31 | $238k | 5.9k | 40.51 |
| 2022-09-30 | $224k | 5.9k | 37.83 |
| 2022-06-30 | $239k | 6.1k | 39.04 |
| 2022-03-31 | $289k | 6.1k | 47.38 |
| 2021-12-31 | $302k | 3.0k | 102.27 |
| 2021-09-30 | $296k | 3.0k | 100.24 |
| 2021-06-30 | $307k | 2.9k | 104.10 |
| 2021-03-31 | $304k | 3.1k | 99.67 |
| 2020-12-31 | $285k | 3.2k | 88.87 |
| 2020-03-31 | $248k | 4.8k | 51.60 |
| 2019-12-31 | $415k | 5.5k | 75.67 |
| 2019-09-30 | $379k | 5.4k | 69.80 |
| 2019-06-30 | $394k | 5.5k | 71.40 |
| 2019-03-31 | $322k | 4.6k | 70.02 |