Schwab U S Small Cap ETF shares owned by Waterloo Capital
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $441k | 16k | 27.90 |
| 2025-06-30 | $398k | 16k | 25.30 |
| 2025-03-31 | $432k | 19k | 23.43 |
| 2024-12-31 | $442k | 17k | 25.86 |
| 2024-09-30 | $505k | 9.8k | 51.50 |
| 2024-06-30 | $560k | 12k | 47.45 |
| 2024-03-31 | $577k | 12k | 49.24 |
| 2023-09-30 | $1.9M | 45k | 41.42 |
| 2023-06-30 | $1.8M | 42k | 43.80 |
| 2023-03-31 | $1.4M | 34k | 41.93 |