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Schwab U S Small Cap ETF shares owned by Total Investment Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Total Investment Management from 13F filings

Historical chart of Total Investment 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 Total Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Total Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 7.3k 27.90
2025-06-30 $237k 9.4k 25.30
2025-03-31 $221k 9.4k 23.43
2024-12-31 $211k 8.1k 25.86
2022-03-31 $200k 4.2k 47.33
2021-12-31 $213k 2.1k 102.26
2021-09-30 $218k 2.2k 100.18
2021-06-30 $213k 2.0k 104.26