Schwab U S Small Cap ETF shares owned by Capital Advantage
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Capital Advantage
from 13F filings
Historical chart of Capital Advantage investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Capital Advantage
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 9.8k | 27.90 |
| 2025-06-30 | $247k | 9.8k | 25.30 |
| 2025-03-31 | $552k | 21k | 25.86 |
| 2024-12-31 | $552k | 21k | 25.86 |
| 2024-09-30 | $590k | 11k | 51.50 |
| 2024-06-30 | $516k | 11k | 47.19 |
| 2024-03-31 | $525k | 11k | 48.09 |
| 2023-12-31 | $532k | 11k | 47.24 |
| 2023-09-30 | $430k | 10k | 41.42 |
| 2023-06-30 | $474k | 11k | 44.10 |
| 2023-03-31 | $471k | 11k | 41.18 |
| 2022-12-31 | $492k | 12k | 40.51 |
| 2022-09-30 | $459k | 12k | 37.78 |
| 2022-06-30 | $471k | 12k | 38.95 |
| 2022-03-31 | $569k | 12k | 47.33 |
| 2021-03-31 | $666k | 6.7k | 99.67 |
| 2020-12-31 | $573k | 6.4k | 89.17 |
| 2020-09-30 | $482k | 6.6k | 72.89 |
| 2020-06-30 | $455k | 7.0k | 65.32 |
| 2020-03-31 | $461k | 8.3k | 55.50 |
| 2019-12-31 | $661k | 8.8k | 75.51 |
| 2019-09-30 | $693k | 9.9k | 69.69 |
| 2019-03-31 | $742k | 11k | 69.89 |
| 2018-12-31 | $723k | 12k | 60.66 |
| 2015-09-30 | $1.1M | 22k | 50.80 |
| 2015-06-30 | $688k | 12k | 57.50 |
| 2015-03-31 | $474k | 8.2k | 57.56 |
| 2014-12-31 | $217k | 3.9k | 55.08 |