Schwab U S Small Cap ETF shares owned by Sigma Investment Counselors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sigma Investment Counselors
from 13F filings
Historical chart of Sigma Investment Counselors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Sigma Investment Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $990k | 36k | 27.90 |
| 2025-06-30 | $898k | 36k | 25.30 |
| 2025-03-31 | $441k | 19k | 23.43 |
| 2024-12-31 | $903k | 35k | 25.86 |
| 2024-09-30 | $908k | 18k | 51.50 |
| 2024-06-30 | $856k | 18k | 47.45 |
| 2024-03-31 | $893k | 18k | 49.24 |
| 2023-12-31 | $830k | 18k | 47.24 |
| 2023-09-30 | $688k | 17k | 41.42 |
| 2023-06-30 | $724k | 17k | 43.80 |
| 2023-03-31 | $681k | 16k | 41.93 |
| 2022-12-31 | $643k | 16k | 40.51 |
| 2022-09-30 | $602k | 16k | 37.82 |
| 2022-06-30 | $582k | 15k | 39.00 |
| 2022-03-31 | $707k | 15k | 47.37 |
| 2021-12-31 | $762k | 7.4k | 102.39 |
| 2021-09-30 | $686k | 6.8k | 100.18 |
| 2021-06-30 | $710k | 6.8k | 104.15 |
| 2021-03-31 | $713k | 7.2k | 99.61 |
| 2020-12-31 | $714k | 8.0k | 88.99 |
| 2020-09-30 | $376k | 5.5k | 68.24 |
| 2020-06-30 | $590k | 9.0k | 65.38 |
| 2020-03-31 | $528k | 10k | 51.50 |
| 2019-12-31 | $738k | 9.8k | 75.65 |
| 2019-09-30 | $642k | 9.2k | 69.68 |
| 2019-06-30 | $646k | 9.0k | 71.52 |
| 2019-03-31 | $582k | 8.3k | 69.88 |
| 2018-12-31 | $470k | 7.8k | 60.64 |
| 2018-09-30 | $533k | 7.0k | 76.11 |
| 2018-06-30 | $488k | 6.6k | 73.64 |
| 2018-03-31 | $426k | 6.2k | 69.09 |
| 2017-12-31 | $437k | 6.3k | 69.71 |
| 2017-09-30 | $410k | 6.1k | 67.42 |
| 2017-06-30 | $367k | 5.7k | 63.92 |
| 2017-03-31 | $346k | 5.5k | 62.97 |
| 2016-12-31 | $395k | 6.4k | 61.51 |
| 2016-09-30 | $353k | 6.1k | 57.55 |
| 2016-06-30 | $312k | 5.8k | 54.03 |
| 2016-03-31 | $282k | 5.4k | 52.05 |
| 2015-12-31 | $262k | 5.0k | 52.08 |
| 2015-09-30 | $224k | 4.4k | 50.85 |
| 2015-06-30 | $231k | 4.0k | 57.41 |
More positions owned by Sigma Investment Counselors
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