Schwab U S Small Cap ETF shares owned by Strategic Financial Concepts
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Strategic Financial Concepts
from 13F filings
Historical chart of Strategic Financial Concepts investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Strategic Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 71k | 27.90 |
| 2025-06-30 | $1.8M | 71k | 25.30 |
| 2025-03-31 | $2.7M | 116k | 23.43 |
| 2024-12-31 | $2.9M | 110k | 25.86 |
| 2024-09-30 | $2.3M | 45k | 51.50 |
| 2024-06-30 | $997M | 2.3M | 440.38 |
| 2024-03-31 | $3.4M | 68k | 49.24 |
| 2023-12-31 | $1.7M | 37k | 47.24 |
| 2023-09-30 | $3.0M | 73k | 41.42 |
| 2023-06-30 | $3.6M | 82k | 43.80 |
| 2023-03-31 | $3.8M | 90k | 41.93 |
More positions owned by Strategic Financial Concepts
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