Schwab U S Small Cap ETF shares owned by Strategic Equity Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Strategic Equity Management
from 13F filings
Historical chart of Strategic Equity Management 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 Strategic Equity Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Strategic Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $900k | 32k | 27.90 |
| 2025-06-30 | $831k | 33k | 25.30 |
| 2025-03-31 | $959k | 41k | 23.43 |
| 2024-12-31 | $1.2M | 45k | 25.86 |
| 2024-09-30 | $1.6M | 30k | 51.50 |
| 2024-06-30 | $711k | 15k | 47.45 |
| 2024-03-31 | $432k | 8.8k | 49.24 |
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