Schwab U S Small Cap ETF shares owned by Boltwood Capital Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Boltwood Capital Management
from 13F filings
Historical chart of Boltwood Capital Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Boltwood Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 113k | 27.90 |
| 2025-06-30 | $2.8M | 110k | 25.30 |
| 2025-03-31 | $2.2M | 96k | 23.43 |
| 2024-12-31 | $2.3M | 87k | 25.86 |
| 2024-09-30 | $2.3M | 44k | 51.50 |
| 2024-06-30 | $2.0M | 43k | 47.45 |
| 2024-03-31 | $2.2M | 44k | 49.24 |
| 2023-12-31 | $2.0M | 42k | 47.24 |
| 2023-09-30 | $1.5M | 37k | 41.42 |
| 2023-06-30 | $1.5M | 34k | 43.80 |
| 2023-03-31 | $1.1M | 25k | 41.93 |
| 2022-12-31 | $1.1M | 26k | 40.51 |
| 2022-09-30 | $855k | 23k | 37.79 |
| 2022-06-30 | $816k | 21k | 39.00 |
| 2022-03-31 | $900k | 19k | 47.37 |
| 2021-12-31 | $690k | 6.7k | 102.33 |
| 2021-09-30 | $596k | 6.0k | 100.08 |
| 2021-06-30 | $510k | 4.9k | 104.19 |
| 2021-03-31 | $409k | 4.1k | 99.76 |
| 2020-12-31 | $363k | 4.1k | 89.08 |
| 2020-09-30 | $265k | 3.9k | 68.39 |
| 2020-06-30 | $250k | 3.8k | 65.36 |
| 2020-03-31 | $309k | 6.0k | 51.50 |
| 2019-12-31 | $1.2M | 16k | 75.65 |
| 2019-09-30 | $664k | 9.5k | 69.70 |
| 2019-06-30 | $600k | 8.4k | 71.42 |
| 2019-03-31 | $548k | 7.8k | 69.98 |
| 2018-12-31 | $640k | 11k | 60.61 |
| 2018-09-30 | $825k | 11k | 76.10 |
| 2018-06-30 | $713k | 9.7k | 73.54 |
| 2018-03-31 | $588k | 8.5k | 69.14 |
| 2017-12-31 | $593k | 8.5k | 69.72 |
| 2017-09-30 | $562k | 8.4k | 67.27 |
| 2017-06-30 | $490k | 7.7k | 63.80 |
| 2017-03-31 | $483k | 7.7k | 62.89 |
| 2016-12-31 | $472k | 7.7k | 61.46 |
| 2016-09-30 | $442k | 7.7k | 57.55 |
| 2016-06-30 | $376k | 7.0k | 54.01 |
| 2016-03-31 | $309k | 5.9k | 51.98 |
| 2015-12-31 | $282k | 5.4k | 52.05 |
More positions owned by Boltwood Capital Management
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