Schwab U S Small Cap ETF shares owned by Calton & Associates
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 13k | 27.90 |
| 2025-06-30 | $460k | 18k | 25.30 |
| 2025-03-31 | $839k | 10k | 82.73 |
| 2022-12-31 | $302k | 7.4k | 40.51 |
| 2022-03-31 | $418k | 8.8k | 47.25 |
| 2021-12-31 | $422k | 4.1k | 102.18 |
| 2021-09-30 | $413k | 4.1k | 100.00 |
| 2021-06-30 | $431k | 4.1k | 104.94 |
| 2021-03-31 | $405k | 4.1k | 99.63 |
| 2020-12-31 | $422k | 4.7k | 89.10 |
| 2020-09-30 | $383k | 5.6k | 68.27 |
| 2020-06-30 | $389k | 6.0k | 65.30 |
| 2020-03-31 | $298k | 5.8k | 51.55 |
| 2019-12-31 | $382k | 5.0k | 75.70 |
| 2019-09-30 | $338k | 4.8k | 69.73 |
| 2019-06-30 | $210k | 2.9k | 71.33 |
| 2017-12-31 | $110k | 1.5k | 72.80 |