Schwab U S Small Cap ETF shares owned by Capital Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $429k | 15k | 27.89 |
| 2025-06-30 | $389k | 15k | 25.29 |
| 2025-03-31 | $374k | 16k | 23.44 |
| 2024-12-31 | $371k | 14k | 25.87 |
| 2024-09-30 | $335k | 6.5k | 51.48 |
| 2024-06-30 | $315k | 6.6k | 47.39 |
| 2024-03-31 | $327k | 6.6k | 49.20 |
| 2023-12-31 | $273k | 5.8k | 47.17 |
| 2023-09-30 | $240k | 5.8k | 41.47 |
| 2023-06-30 | $252k | 5.8k | 43.73 |
| 2023-03-31 | $242k | 5.8k | 41.99 |
| 2022-12-31 | $215k | 5.3k | 40.57 |
| 2022-09-30 | $204k | 5.4k | 37.81 |
| 2022-06-30 | $193k | 4.9k | 39.02 |
| 2022-03-31 | $128k | 2.7k | 47.30 |
| 2021-12-31 | $95k | 928 | 102.37 |
| 2021-09-30 | $105k | 1.1k | 99.72 |
| 2021-06-30 | $110k | 1.1k | 104.56 |
| 2021-03-31 | $105k | 1.1k | 99.90 |
| 2020-12-31 | $6.0k | 62 | 96.77 |
| 2020-09-30 | $4.0k | 62 | 64.52 |
| 2020-06-30 | $4.0k | 62 | 64.52 |
| 2020-03-31 | $3.0k | 62 | 48.39 |
| 2019-12-31 | $5.0k | 62 | 80.65 |