Schwab U S Small Cap ETF shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $9.3k | 328 | 28.50 |
| 2025-09-30 | $14k | 508 | 27.89 |
| 2025-06-30 | $14k | 558 | 25.29 |
| 2025-03-31 | $13k | 558 | 23.42 |
| 2024-12-31 | $4.8k | 187 | 25.82 |
| 2024-09-30 | $4.8k | 94 | 51.26 |
| 2024-06-30 | $970 | 20 | 48.50 |
| 2024-03-31 | $1.0k | 20 | 50.15 |