Schwab U S Small Cap ETF shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 442 | 27.90 |
| 2025-06-30 | $258k | 10k | 25.30 |
| 2025-03-31 | $29M | 66k | 445.48 |