Schwab U S Small Cap ETF shares owned by Zhang Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $632k | 22k | 28.48 |
| 2025-09-30 | $609k | 22k | 27.90 |
| 2025-06-30 | $552k | 22k | 25.30 |
| 2025-03-31 | $548k | 23k | 23.43 |
| 2024-12-31 | $543k | 21k | 25.86 |
| 2024-09-30 | $571k | 11k | 51.50 |
| 2024-06-30 | $559k | 12k | 47.45 |
| 2024-03-31 | $332k | 6.7k | 49.24 |
| 2023-12-31 | $795k | 17k | 47.24 |
| 2023-09-30 | $642k | 16k | 41.30 |
| 2023-06-30 | $732k | 17k | 44.16 |
| 2023-03-31 | $720k | 17k | 41.93 |
| 2022-12-31 | $1.0M | 25k | 40.51 |
| 2022-09-30 | $861k | 23k | 37.79 |
| 2022-06-30 | $886k | 23k | 38.96 |
| 2022-03-31 | $957k | 20k | 47.36 |