Schwab U S Small Cap ETF shares owned by UMA Financial Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $346k | 13k | 26.01 |
| 2024-06-30 | $259k | 5.0k | 51.61 |
| 2024-03-31 | $382k | 8.4k | 45.70 |
| 2023-12-31 | $389k | 8.4k | 46.37 |
| 2023-09-30 | $289k | 7.1k | 40.75 |
| 2023-06-30 | $312k | 7.1k | 44.03 |
| 2023-03-31 | $278k | 6.6k | 41.86 |
| 2022-12-31 | $289k | 6.6k | 43.59 |
| 2022-09-30 | $412k | 10k | 40.16 |
| 2022-06-30 | $406k | 9.4k | 43.05 |
| 2022-03-31 | $3.8M | 85k | 45.04 |
| 2021-12-31 | $5.1M | 51k | 99.75 |
| 2021-09-30 | $4.9M | 48k | 103.23 |
| 2021-06-30 | $4.5M | 45k | 99.92 |
| 2021-03-31 | $4.0M | 40k | 101.56 |
| 2020-12-31 | $3.8M | 38k | 99.19 |
| 2020-09-30 | $493k | 6.9k | 71.07 |
| 2020-06-30 | $498k | 6.9k | 71.79 |
| 2020-03-31 | $391k | 7.2k | 54.07 |
| 2019-12-31 | $763k | 10k | 75.86 |
| 2019-09-30 | $739k | 10k | 73.90 |