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Schwab U S Small Cap ETF shares owned by Capital Investment Counsel

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Capital Investment Counsel from 13F filings

Historical chart of Capital Investment Counsel 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 Capital Investment Counsel 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 Capital Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $292k 11k 27.90
2025-06-30 $345k 14k 25.30
2025-03-31 $319k 14k 23.43
2024-12-31 $270k 10k 25.86
2024-09-30 $461k 9.0k 51.50
2024-06-30 $8.9M 188k 47.45
2024-03-31 $8.8M 178k 49.24
2023-12-31 $4.9M 104k 47.24