Schwab U S Small Cap ETF shares owned by Whittier Trust Co. of Nevada
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Whittier Trust Co. of Nevada
from 13F filings
Historical chart of Whittier Trust Co. of Nevada investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Whittier Trust Co. of Nevada consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Whittier Trust Co. of Nevada
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 282k | 28.26 |
| 2025-06-30 | $7.1M | 282k | 25.29 |
| 2025-03-31 | $6.8M | 292k | 23.43 |
| 2024-12-31 | $7.7M | 297k | 25.86 |
| 2024-09-30 | $7.7M | 149k | 51.50 |
| 2024-06-30 | $7.2M | 153k | 47.45 |
| 2024-03-31 | $7.8M | 158k | 49.24 |
| 2023-12-31 | $7.6M | 160k | 47.24 |
| 2023-09-30 | $5.5M | 132k | 41.41 |
| 2023-06-30 | $5.8M | 132k | 43.79 |
| 2023-03-31 | $5.5M | 132k | 41.93 |
| 2022-12-31 | $5.3M | 132k | 40.50 |
| 2022-09-30 | $3.9M | 102k | 37.79 |
| 2022-06-30 | $4.2M | 107k | 38.98 |
| 2022-03-31 | $4.7M | 99k | 47.36 |
| 2021-12-31 | $5.1M | 50k | 102.39 |
| 2021-09-30 | $5.1M | 51k | 100.11 |
| 2021-06-30 | $5.3M | 50k | 104.17 |
| 2021-03-31 | $4.7M | 47k | 99.66 |
| 2020-12-31 | $4.1M | 46k | 89.01 |
| 2020-09-30 | $2.9M | 42k | 68.31 |
| 2020-06-30 | $2.6M | 40k | 65.34 |
| 2020-03-31 | $770k | 15k | 51.54 |
| 2019-12-31 | $1.3M | 17k | 75.62 |
| 2019-09-30 | $988k | 14k | 69.75 |
| 2019-06-30 | $994k | 14k | 71.50 |
| 2019-03-31 | $972k | 14k | 69.92 |
| 2018-12-31 | $520k | 8.6k | 60.71 |
| 2018-09-30 | $64k | 837 | 76.46 |
| 2018-06-30 | $62k | 837 | 74.07 |
| 2018-03-31 | $39k | 563 | 69.27 |
| 2017-12-31 | $21k | 300 | 70.00 |
| 2017-09-30 | $20k | 300 | 66.67 |
| 2017-06-30 | $19k | 300 | 63.33 |
| 2017-03-31 | $19k | 300 | 63.33 |
| 2016-12-31 | $18k | 300 | 60.00 |
| 2016-09-30 | $17k | 300 | 56.67 |
| 2016-06-30 | $16k | 300 | 53.33 |
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