Schwab U S Small Cap ETF shares owned by Advisor OS
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 62k | 27.90 |
| 2025-06-30 | $1.7M | 67k | 25.30 |
| 2025-03-31 | $1.2M | 52k | 23.43 |
| 2024-12-31 | $1.2M | 46k | 25.86 |
| 2024-09-30 | $1.1M | 22k | 51.50 |
| 2024-06-30 | $1.1M | 22k | 47.45 |
| 2024-03-31 | $1.1M | 22k | 49.25 |
| 2023-12-31 | $0 | 22k | 0.00 |
| 2023-09-30 | $893k | 22k | 41.43 |
| 2023-06-30 | $929k | 21k | 43.80 |
| 2023-03-31 | $552k | 13k | 41.92 |
| 2022-12-31 | $533k | 13k | 40.51 |
| 2022-09-30 | $502k | 13k | 37.82 |
| 2022-06-30 | $517k | 13k | 38.97 |
| 2022-03-31 | $627k | 13k | 47.34 |
| 2021-12-31 | $0 | 6.6k | 0.00 |
| 2021-09-30 | $0 | 6.6k | 0.00 |
| 2021-06-30 | $684k | 6.6k | 104.11 |
| 2021-03-31 | $0 | 6.6k | 0.00 |
| 2020-12-31 | $1.5M | 20k | 74.30 |