Schwab U S Small Cap ETF shares owned by Values Added Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Values Added Financial
from 13F filings
Historical chart of Values Added Financial investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Values Added Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 170k | 27.90 |
| 2025-06-30 | $4.0M | 160k | 25.30 |
| 2025-03-31 | $2.9M | 125k | 23.43 |
| 2024-12-31 | $3.4M | 132k | 25.86 |
| 2024-09-30 | $3.2M | 62k | 51.50 |
| 2024-06-30 | $2.1M | 43k | 47.45 |
| 2024-03-31 | $2.0M | 40k | 49.24 |
| 2023-12-31 | $1.8M | 38k | 47.24 |
| 2023-09-30 | $1.5M | 37k | 41.42 |
| 2023-06-30 | $1.5M | 35k | 43.80 |