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Schwab U S Small Cap ETF shares owned by Sonora Investment Management Group

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sonora Investment Management Group from 13F filings

Historical chart of Sonora Investment Management Group 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 Sonora Investment Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Sonora Investment Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $414k 15k 27.90
2025-06-30 $344k 14k 25.30
2025-03-31 $316k 14k 23.43
2024-12-31 $372k 14k 25.86
2024-09-30 $355k 6.9k 51.50
2024-06-30 $237k 4.8k 49.24
2024-03-31 $237k 4.8k 49.24
2023-06-30 $375k 8.6k 43.80
2023-03-31 $332k 7.9k 41.93
2022-12-31 $665k 16k 40.51