Schwab U S Small Cap ETF shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Walkner Condon Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 11k | 27.90 |
| 2025-06-30 | $275k | 11k | 25.30 |
| 2025-03-31 | $528k | 23k | 23.43 |
| 2024-12-31 | $577k | 22k | 25.86 |
| 2024-09-30 | $579k | 11k | 51.50 |
| 2024-06-30 | $548k | 12k | 47.45 |
| 2024-03-31 | $571k | 12k | 49.24 |
| 2023-12-31 | $544k | 12k | 47.24 |
| 2023-09-30 | $453k | 11k | 41.42 |
| 2023-06-30 | $479k | 11k | 43.80 |
| 2023-03-31 | $527k | 13k | 41.93 |
| 2022-12-31 | $506k | 13k | 40.51 |
| 2022-09-30 | $484k | 13k | 37.83 |
| 2022-06-30 | $481k | 12k | 39.02 |
| 2022-03-31 | $584k | 12k | 47.38 |
| 2021-12-31 | $1.0M | 10k | 102.41 |
| 2021-03-31 | $996k | 10k | 99.67 |
| 2020-12-31 | $866k | 9.7k | 89.02 |
| 2020-09-30 | $475k | 7.0k | 68.34 |
More positions owned by Walkner Condon Financial Advisors
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