Schwab U S Small Cap ETF shares owned by Pure Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Pure Financial Advisors
from 13F filings
Historical chart of Pure Financial Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Pure Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Pure Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $574k | 21k | 27.90 |
| 2025-06-30 | $353k | 14k | 25.30 |
| 2025-03-31 | $399k | 17k | 23.43 |
| 2024-12-31 | $376k | 15k | 25.86 |
| 2024-09-30 | $374k | 7.3k | 51.50 |
| 2024-06-30 | $404k | 8.5k | 47.45 |
| 2024-03-31 | $311k | 6.3k | 49.24 |
| 2023-12-31 | $305k | 6.5k | 47.24 |
| 2023-09-30 | $260k | 6.3k | 41.42 |
| 2023-06-30 | $294k | 6.7k | 43.80 |
| 2023-03-31 | $285k | 6.8k | 41.93 |
| 2022-12-31 | $263k | 6.5k | 40.51 |
| 2022-09-30 | $245k | 6.5k | 37.81 |
| 2022-06-30 | $253k | 6.5k | 39.00 |
| 2022-03-31 | $307k | 6.5k | 47.38 |
| 2021-12-31 | $353k | 3.5k | 102.26 |
| 2021-09-30 | $314k | 3.1k | 100.06 |
| 2021-06-30 | $304k | 2.9k | 104.29 |
| 2021-03-31 | $284k | 2.8k | 99.72 |
| 2020-12-31 | $259k | 2.9k | 89.00 |
| 2020-09-30 | $229k | 3.4k | 68.28 |
| 2020-06-30 | $206k | 3.1k | 65.48 |
| 2019-06-30 | $233k | 3.3k | 71.52 |
| 2019-03-31 | $235k | 3.4k | 70.02 |
| 2018-12-31 | $223k | 3.7k | 60.65 |
| 2018-09-30 | $357k | 4.7k | 76.12 |
| 2018-06-30 | $322k | 4.4k | 73.65 |
| 2018-03-31 | $302k | 4.4k | 69.08 |
| 2017-12-31 | $305k | 4.4k | 69.63 |
| 2017-09-30 | $345k | 5.1k | 67.45 |
| 2017-06-30 | $271k | 4.2k | 63.96 |
| 2017-03-31 | $223k | 3.5k | 62.99 |
| 2016-12-31 | $224k | 3.6k | 61.62 |