Schwab U S Small Cap ETF shares owned by Seneca Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Seneca Financial Advisors
from 13F filings
Historical chart of Seneca 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 Seneca Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Seneca Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 437k | 27.90 |
| 2025-06-30 | $10M | 406k | 25.30 |
| 2025-03-31 | $9.3M | 399k | 23.43 |
| 2024-12-31 | $9.2M | 357k | 25.86 |
| 2024-09-30 | $8.8M | 170k | 51.50 |
| 2024-06-30 | $7.5M | 159k | 47.45 |
| 2024-03-31 | $6.1M | 124k | 49.24 |
| 2023-12-31 | $4.6M | 97k | 47.24 |
| 2023-09-30 | $3.9M | 93k | 41.42 |
| 2023-06-30 | $4.1M | 93k | 43.80 |
| 2023-03-31 | $4.4M | 104k | 41.93 |
| 2022-12-31 | $4.7M | 117k | 40.51 |
| 2022-09-30 | $5.7M | 152k | 37.80 |
| 2022-06-30 | $5.7M | 147k | 38.99 |
| 2022-03-31 | $6.4M | 136k | 47.36 |
| 2021-12-31 | $6.7M | 66k | 102.40 |
| 2021-09-30 | $6.5M | 65k | 100.10 |
| 2021-06-30 | $6.7M | 64k | 104.18 |
| 2021-03-31 | $6.5M | 65k | 99.67 |
| 2020-12-31 | $5.7M | 64k | 89.00 |