Schwab U S Small Cap ETF shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by YHB Investment 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 YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $657k | 24k | 27.90 |
| 2025-06-30 | $821k | 32k | 25.30 |
| 2025-03-31 | $708k | 30k | 23.43 |
| 2024-12-31 | $788k | 31k | 25.86 |
| 2024-09-30 | $810k | 16k | 51.50 |
| 2024-06-30 | $712k | 15k | 47.45 |
| 2024-03-31 | $764k | 16k | 49.24 |
| 2023-12-31 | $797k | 17k | 47.24 |
| 2023-09-30 | $813k | 20k | 41.42 |
| 2023-06-30 | $880k | 20k | 43.80 |
| 2023-03-31 | $839k | 20k | 41.93 |
| 2022-12-31 | $3.3M | 81k | 40.51 |
| 2022-09-30 | $3.1M | 82k | 37.80 |
| 2022-06-30 | $3.6M | 92k | 38.99 |
| 2022-03-31 | $5.1M | 109k | 47.36 |
| 2021-12-31 | $5.4M | 53k | 102.40 |
| 2021-09-30 | $5.0M | 50k | 100.11 |
| 2021-06-30 | $4.9M | 47k | 104.19 |
| 2021-03-31 | $4.5M | 44k | 102.18 |
| 2020-12-31 | $3.5M | 39k | 89.00 |
| 2020-09-30 | $2.5M | 37k | 68.33 |