Schwab U S Small Cap ETF shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 60k | 27.90 |
| 2025-06-30 | $1.7M | 68k | 25.30 |
| 2025-03-31 | $673k | 29k | 23.43 |
| 2024-12-31 | $939k | 36k | 25.86 |
| 2024-09-30 | $961k | 19k | 51.50 |
| 2024-06-30 | $736k | 16k | 47.45 |
| 2024-03-31 | $790k | 16k | 49.24 |
| 2023-12-31 | $289k | 6.1k | 47.24 |
| 2023-09-30 | $286k | 6.9k | 41.42 |
| 2023-06-30 | $310k | 7.1k | 43.80 |
| 2023-03-31 | $478k | 11k | 41.93 |
| 2022-12-31 | $457k | 11k | 40.51 |
| 2022-09-30 | $490k | 13k | 37.81 |
| 2022-06-30 | $563k | 13k | 43.53 |
| 2022-03-31 | $372k | 7.9k | 47.30 |
| 2021-12-31 | $373k | 3.9k | 94.84 |
| 2021-09-30 | $391k | 3.9k | 100.21 |
| 2021-06-30 | $475k | 4.6k | 104.24 |
| 2021-03-31 | $392k | 4.0k | 98.32 |
| 2020-12-31 | $311k | 3.1k | 101.90 |
| 2020-09-30 | $208k | 3.1k | 68.20 |
| 2020-06-30 | $223k | 3.1k | 71.50 |
| 2019-12-31 | $204k | 2.7k | 75.58 |
| 2018-12-31 | $327k | 4.7k | 69.80 |
More positions owned by Pensionmark Financial Group
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