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 | $243k | 8.7k | 27.90 |
| 2025-06-30 | $210k | 8.3k | 25.30 |
| 2024-12-31 | $224k | 8.7k | 25.86 |
| 2024-09-30 | $255k | 4.9k | 51.50 |
| 2024-06-30 | $240k | 5.1k | 47.45 |
| 2024-03-31 | $216k | 4.4k | 49.24 |
| 2023-06-30 | $220k | 5.0k | 43.80 |
| 2022-06-30 | $214k | 5.5k | 38.96 |
| 2022-03-31 | $223k | 4.7k | 47.41 |
| 2021-12-31 | $201k | 2.0k | 102.19 |
| 2020-03-31 | $334k | 6.5k | 51.49 |