Schwab U S Small Cap ETF shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips 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 Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 116k | 27.90 |
| 2025-06-30 | $2.9M | 117k | 25.30 |
| 2025-03-31 | $2.7M | 114k | 23.43 |
| 2024-12-31 | $3.0M | 116k | 25.86 |
| 2024-09-30 | $3.0M | 58k | 51.50 |
| 2024-06-30 | $2.7M | 57k | 47.45 |
| 2024-03-31 | $2.7M | 54k | 49.24 |
| 2023-12-31 | $2.5M | 53k | 47.24 |
| 2023-09-30 | $2.1M | 52k | 41.42 |
| 2023-06-30 | $2.1M | 49k | 43.80 |
| 2023-03-31 | $2.0M | 48k | 41.93 |
| 2022-12-31 | $1.9M | 47k | 40.51 |
| 2022-09-30 | $1.7M | 46k | 37.80 |
| 2022-06-30 | $1.8M | 46k | 38.99 |
| 2022-03-31 | $2.2M | 47k | 47.35 |
| 2021-12-31 | $1.6M | 16k | 102.37 |
| 2021-09-30 | $1.5M | 15k | 100.12 |
| 2021-06-30 | $1.5M | 14k | 104.15 |
| 2020-12-31 | $1.3M | 14k | 88.98 |
| 2020-09-30 | $987k | 14k | 68.33 |
| 2020-06-30 | $897k | 14k | 65.36 |
| 2020-03-31 | $607k | 13k | 48.24 |
More positions owned by Phillips Financial Management
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