Schwab U S Small Cap ETF shares owned by Capital Analysts
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Capital Analysts
from 13F filings
Historical chart of Capital Analysts investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Capital Analysts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 178k | 27.90 |
| 2025-06-30 | $4.4M | 174k | 25.30 |
| 2025-03-31 | $1.4M | 57k | 23.61 |
| 2024-12-31 | $1.6M | 61k | 25.86 |
| 2024-09-30 | $1.7M | 34k | 51.28 |
| 2024-06-30 | $1.5M | 32k | 47.46 |
| 2024-03-31 | $1.4M | 27k | 49.82 |
| 2023-12-31 | $1.4M | 28k | 48.06 |
| 2023-09-30 | $1.1M | 26k | 40.89 |
| 2023-06-30 | $1.1M | 25k | 42.91 |
| 2023-03-31 | $1.2M | 29k | 41.20 |
| 2022-12-31 | $1.1M | 28k | 41.35 |
| 2022-09-30 | $1.0M | 27k | 37.80 |
| 2022-06-30 | $908k | 23k | 39.01 |
| 2022-03-31 | $1.0M | 22k | 47.38 |
| 2021-12-31 | $1.1M | 11k | 102.44 |
| 2021-09-30 | $1.1M | 11k | 100.11 |
| 2021-06-30 | $1.1M | 10k | 104.22 |
| 2021-03-31 | $1.0M | 10k | 99.68 |
| 2020-12-31 | $741k | 8.3k | 89.04 |
| 2020-09-30 | $549k | 8.0k | 68.35 |
| 2020-06-30 | $59k | 904 | 65.27 |
| 2020-03-31 | $22k | 424 | 51.89 |
| 2019-12-31 | $32k | 424 | 75.47 |
| 2019-09-30 | $29k | 424 | 68.40 |