Schwab U S Small Cap ETF shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1k | 326 | 27.94 |
| 2025-06-30 | $8.3k | 326 | 25.33 |
| 2025-03-31 | $7.6k | 326 | 23.46 |
| 2024-12-31 | $8.4k | 326 | 25.90 |
| 2024-09-30 | $8.4k | 163 | 51.64 |
| 2024-06-30 | $7.8k | 163 | 47.58 |
| 2024-03-31 | $8.0k | 163 | 49.37 |
| 2023-12-31 | $3.0k | 63 | 47.57 |
| 2023-09-30 | $2.6k | 63 | 41.71 |
| 2023-06-30 | $2.8k | 63 | 44.11 |
| 2023-03-31 | $2.7k | 63 | 42.22 |
| 2022-12-31 | $4.9k | 121 | 40.65 |