Schwab U S Small Cap ETF shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Cape Investment Advisory 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 Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.5M | 31k | 47.45 |
| 2024-03-31 | $1.6M | 32k | 49.24 |
| 2023-12-31 | $1.6M | 33k | 47.24 |
| 2023-09-30 | $1.4M | 33k | 41.42 |
| 2023-06-30 | $1.4M | 33k | 43.80 |
| 2023-03-31 | $1.4M | 33k | 41.93 |