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Schwab U S Small Cap ETF shares owned by WP Advisors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by WP Advisors from 13F filings

Historical chart of WP Advisors investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by WP 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 WP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $674k 24k 27.90
2025-06-30 $609k 24k 25.30
2025-03-31 $563k 24k 23.43