Schwab U S Small Cap ETF shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 521k | 27.90 |
| 2025-06-30 | $14M | 553k | 25.30 |
| 2025-03-31 | $14M | 603k | 23.43 |
| 2024-12-31 | $2.1M | 83k | 25.86 |
| 2024-09-30 | $2.7M | 53k | 51.50 |
| 2024-06-30 | $2.8M | 59k | 47.45 |
| 2024-03-31 | $3.0M | 62k | 49.24 |
| 2017-12-31 | $0 | 0 | 0.00 |
More positions owned by Warren Averett Asset Management
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