Schwab U S Small Cap ETF shares owned by Carmel Capital Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Carmel Capital Management
from 13F filings
Historical chart of Carmel Capital Management 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 Carmel Capital Management 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 Carmel Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $233k | 6.5k | 36.13 |
| 2024-09-30 | $211k | 4.1k | 51.50 |
| 2024-03-31 | $202k | 4.1k | 49.24 |
| 2023-12-31 | $203k | 4.3k | 47.24 |
| 2022-03-31 | $204k | 4.3k | 47.44 |
| 2021-12-31 | $220k | 2.2k | 102.33 |