Schwab U S Small Cap ETF shares owned by United Advisor Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 115k | 27.90 |
| 2025-06-30 | $2.7M | 108k | 25.30 |
| 2025-03-31 | $1.3M | 55k | 23.43 |
| 2024-12-31 | $1.2M | 47k | 25.86 |
| 2024-09-30 | $380k | 7.4k | 51.50 |
| 2024-06-30 | $620k | 13k | 47.45 |
| 2024-03-31 | $807k | 16k | 49.24 |
| 2023-12-31 | $1.7M | 36k | 47.35 |