Schwab U S Small Cap ETF shares owned by William Howard & Co Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by William Howard & Co Financial Advisors
from 13F filings
Historical chart of William Howard & Co Financial Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by William Howard & Co Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $328k | 12k | 28.48 |
| 2025-09-30 | $319k | 11k | 27.90 |
| 2025-06-30 | $289k | 11k | 25.30 |
| 2025-03-31 | $267k | 11k | 23.43 |
| 2024-12-31 | $293k | 11k | 25.82 |
| 2024-09-30 | $295k | 5.7k | 51.48 |
| 2024-06-30 | $270k | 5.7k | 47.44 |
| 2024-03-31 | $280k | 5.7k | 49.19 |
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