Schwab U S Small Cap ETF shares owned by Souders Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Souders Financial Advisors
from 13F filings
Historical chart of Souders Financial Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Souders Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $937k | 34k | 27.90 |
| 2025-06-30 | $980k | 39k | 25.30 |
| 2025-03-31 | $1.6M | 67k | 23.43 |
| 2024-12-31 | $11M | 421k | 25.86 |
| 2024-09-30 | $12M | 224k | 51.50 |
| 2024-06-30 | $10M | 217k | 47.45 |
| 2024-03-31 | $10M | 209k | 49.24 |
| 2023-12-31 | $9.6M | 203k | 47.24 |
| 2023-09-30 | $8.1M | 197k | 41.42 |
| 2023-06-30 | $8.3M | 190k | 43.80 |
| 2023-03-31 | $7.3M | 175k | 41.93 |
| 2022-12-31 | $6.8M | 167k | 40.51 |
| 2022-09-30 | $6.0M | 159k | 37.80 |
| 2022-06-30 | $5.8M | 150k | 38.99 |
| 2022-03-31 | $6.7M | 142k | 47.36 |
| 2021-12-31 | $6.8M | 67k | 102.40 |
| 2021-09-30 | $6.4M | 64k | 100.11 |
| 2021-06-30 | $6.5M | 62k | 104.19 |
| 2021-03-31 | $7.3M | 73k | 99.67 |
| 2020-12-31 | $6.5M | 73k | 89.00 |
| 2020-09-30 | $5.6M | 71k | 78.40 |
| 2020-06-30 | $4.1M | 62k | 65.34 |
| 2020-03-31 | $1.0M | 20k | 51.50 |
More positions owned by Souders Financial Advisors
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