Schwab U S Small Cap ETF shares owned by Wealth Architects
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Wealth Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 144k | 27.90 |
| 2025-06-30 | $3.6M | 144k | 25.30 |
| 2025-03-31 | $3.2M | 55k | 57.64 |
| 2024-12-31 | $3.4M | 133k | 25.86 |
| 2024-09-30 | $3.4M | 67k | 51.50 |
| 2024-06-30 | $3.2M | 67k | 47.45 |
| 2024-03-31 | $3.3M | 67k | 49.24 |
| 2023-12-31 | $3.1M | 67k | 47.24 |
| 2023-09-30 | $2.8M | 67k | 41.42 |
| 2023-06-30 | $3.1M | 72k | 43.80 |
| 2023-03-31 | $3.0M | 72k | 41.93 |
| 2022-12-31 | $2.9M | 72k | 40.51 |
| 2022-09-30 | $2.7M | 71k | 37.80 |
| 2022-06-30 | $2.9M | 74k | 38.99 |
| 2022-03-31 | $3.5M | 74k | 47.36 |
| 2021-12-31 | $3.9M | 38k | 102.41 |
| 2021-09-30 | $3.8M | 38k | 100.10 |
| 2021-06-30 | $3.9M | 38k | 104.17 |
| 2021-03-31 | $3.7M | 38k | 99.68 |
| 2020-12-31 | $3.4M | 38k | 89.01 |
| 2020-09-30 | $2.8M | 40k | 68.32 |
| 2020-06-30 | $2.6M | 40k | 65.35 |
| 2020-03-31 | $1.9M | 37k | 51.53 |
| 2019-12-31 | $272k | 3.6k | 75.72 |
| 2019-09-30 | $213k | 3.1k | 69.70 |
| 2019-06-30 | $219k | 3.1k | 71.36 |
| 2019-03-31 | $204k | 2.9k | 69.84 |
| 2016-12-31 | $260k | 4.2k | 61.57 |
| 2016-09-30 | $252k | 4.4k | 57.44 |
| 2016-06-30 | $236k | 4.4k | 53.82 |
| 2016-03-31 | $227k | 4.4k | 51.92 |
| 2015-12-31 | $213k | 4.1k | 52.14 |
| 2015-09-30 | $226k | 4.4k | 50.84 |
| 2015-06-30 | $245k | 4.3k | 57.46 |
| 2014-12-31 | $259k | 4.7k | 55.18 |