Schwab U S Small Cap ETF shares owned by Warner Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Warner Financial
from 13F filings
Historical chart of Warner Financial investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Warner Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $674k | 26k | 25.84 |
| 2024-09-30 | $616k | 12k | 51.48 |
| 2024-06-30 | $556k | 12k | 47.43 |
| 2024-03-31 | $509k | 10k | 49.23 |
| 2023-12-31 | $467k | 9.9k | 47.25 |
| 2023-09-30 | $358k | 8.6k | 41.44 |
| 2023-06-30 | $337k | 7.7k | 43.77 |
| 2023-03-31 | $314k | 7.5k | 41.95 |
| 2022-12-31 | $303k | 7.5k | 40.57 |
| 2022-09-30 | $281k | 7.4k | 37.74 |
| 2022-06-30 | $235k | 6.0k | 38.93 |