Schwab U S Small Cap ETF shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $432k | 16k | 27.90 |
| 2025-06-30 | $392k | 16k | 25.30 |
| 2024-12-31 | $400k | 16k | 25.86 |
| 2024-09-30 | $390k | 7.6k | 51.50 |
| 2024-06-30 | $359k | 7.6k | 47.45 |
| 2024-03-31 | $373k | 7.6k | 49.24 |
| 2023-12-31 | $358k | 7.6k | 47.24 |
| 2023-09-30 | $314k | 7.6k | 41.42 |
| 2023-06-30 | $332k | 7.6k | 43.80 |
| 2023-03-31 | $317k | 7.6k | 41.93 |
| 2022-12-31 | $590k | 15k | 40.51 |
| 2022-09-30 | $562k | 15k | 37.82 |
| 2022-06-30 | $568k | 15k | 38.98 |
| 2019-12-31 | $3.4M | 44k | 75.65 |
| 2019-09-30 | $3.0M | 44k | 69.72 |
| 2019-06-30 | $2.9M | 41k | 71.48 |
| 2019-03-31 | $2.7M | 38k | 69.94 |
| 2018-12-31 | $2.5M | 42k | 60.69 |