Schwab U S Small Cap ETF shares owned by Stifel Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial 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 Stifel Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 245k | 27.90 |
| 2025-06-30 | $6.2M | 246k | 25.30 |
| 2025-03-31 | $6.0M | 257k | 23.43 |
| 2024-12-31 | $7.0M | 269k | 25.86 |
| 2024-09-30 | $6.9M | 134k | 51.50 |
| 2024-06-30 | $6.3M | 132k | 47.45 |
| 2024-03-31 | $7.6M | 155k | 49.24 |
| 2023-12-31 | $7.0M | 148k | 47.24 |
| 2023-09-30 | $5.9M | 143k | 41.42 |
| 2023-06-30 | $6.8M | 155k | 43.80 |
| 2023-03-31 | $3.9M | 94k | 41.93 |
| 2022-12-31 | $3.7M | 92k | 40.51 |
| 2022-09-30 | $4.4M | 118k | 37.79 |
| 2022-06-30 | $4.6M | 117k | 38.99 |
| 2022-03-31 | $5.3M | 112k | 47.36 |
| 2021-12-31 | $4.3M | 43k | 102.35 |
| 2021-09-30 | $4.5M | 45k | 100.23 |
| 2021-06-30 | $5.3M | 51k | 104.24 |
| 2021-03-31 | $5.3M | 53k | 99.71 |
| 2020-12-31 | $4.1M | 46k | 89.02 |
| 2020-09-30 | $2.4M | 35k | 68.40 |
| 2020-06-30 | $1.3M | 21k | 65.20 |
| 2020-03-31 | $1.0M | 21k | 51.00 |
| 2019-12-31 | $477k | 6.3k | 76.23 |
| 2019-09-30 | $423k | 6.1k | 69.79 |
| 2019-06-30 | $448k | 6.3k | 71.53 |
| 2019-03-31 | $356k | 5.1k | 70.19 |
| 2018-12-31 | $245k | 4.1k | 60.30 |
| 2018-09-30 | $390k | 5.1k | 76.41 |
| 2018-06-30 | $395k | 5.3k | 74.25 |
| 2018-03-31 | $235k | 3.4k | 69.16 |
| 2017-12-31 | $1.2M | 17k | 69.68 |
| 2017-09-30 | $416k | 6.2k | 67.00 |