Schwab U S Small Cap ETF shares owned by TFC Financial Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by TFC Financial Management
from 13F filings
Historical chart of TFC Financial Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by TFC Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $67k | 2.4k | 27.90 |
| 2025-06-30 | $61k | 2.4k | 25.30 |
| 2025-03-31 | $59k | 2.5k | 23.43 |
| 2024-12-31 | $65k | 2.5k | 25.86 |
| 2024-09-30 | $65k | 1.3k | 51.49 |
| 2024-06-30 | $60k | 1.3k | 47.46 |
| 2024-03-31 | $62k | 1.3k | 49.25 |
| 2023-12-31 | $2.6k | 55 | 47.36 |
| 2023-09-30 | $2.3k | 55 | 41.31 |
| 2023-06-30 | $2.4k | 55 | 43.53 |
| 2023-03-31 | $2.3k | 54 | 42.28 |
| 2022-12-31 | $2.2k | 54 | 40.70 |
| 2022-09-30 | $3.0k | 80 | 37.50 |
| 2022-06-30 | $3.0k | 80 | 37.50 |
| 2022-03-31 | $4.0k | 80 | 50.00 |
| 2021-12-31 | $1.0k | 13 | 76.92 |
| 2021-09-30 | $1.0k | 13 | 76.92 |
| 2021-06-30 | $1.0k | 13 | 76.92 |
| 2021-03-31 | $1.0k | 13 | 76.92 |
| 2020-12-31 | $1.0k | 13 | 76.92 |
| 2020-09-30 | $999 | 17 | 58.82 |