Schwab U S Small Cap ETF shares owned by Whelan Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 73k | 27.90 |
| 2025-06-30 | $1.8M | 73k | 25.30 |
| 2025-03-31 | $1.7M | 73k | 23.43 |
| 2024-12-31 | $1.9M | 74k | 25.86 |
| 2024-09-30 | $1.9M | 37k | 51.50 |
| 2024-06-30 | $1.8M | 38k | 47.45 |
| 2024-03-31 | $1.9M | 38k | 49.24 |
| 2023-12-31 | $1.8M | 39k | 47.24 |
| 2023-09-30 | $1.6M | 39k | 41.42 |
| 2023-06-30 | $1.8M | 41k | 43.80 |
| 2023-03-31 | $1.7M | 41k | 41.93 |
| 2022-12-31 | $2.0M | 50k | 40.51 |
| 2022-09-30 | $1.6M | 42k | 37.80 |
| 2022-06-30 | $2.3M | 60k | 38.98 |
| 2022-03-31 | $1.1M | 24k | 47.37 |
| 2021-12-31 | $1.0M | 10k | 102.37 |
| 2021-09-30 | $1.0M | 10k | 100.09 |