Schwab U S Small Cap ETF shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $5.6M | 154k | 36.13 |
| 2026-03-31 | $467k | 16k | 29.08 |
| 2025-12-31 | $837k | 29k | 28.48 |
| 2025-09-30 | $776k | 28k | 27.90 |
| 2025-06-30 | $461k | 18k | 25.30 |
| 2025-03-31 | $217k | 9.3k | 23.43 |
| 2024-12-31 | $235k | 9.1k | 25.86 |
| 2024-09-30 | $247k | 4.8k | 51.50 |
| 2024-06-30 | $7.2M | 153k | 47.45 |
| 2024-03-31 | $7.1M | 145k | 49.24 |
| 2022-09-30 | $2.7M | 72k | 37.81 |
| 2022-06-30 | $2.3M | 58k | 38.99 |
| 2022-03-31 | $4.3M | 91k | 47.36 |
| 2021-12-31 | $6.1M | 60k | 102.41 |