Schwab U S Small Cap ETF shares owned by Cascade Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cascade Investment Advisors
from 13F filings
Historical chart of Cascade Investment Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Cascade Investment Advisors 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 Cascade Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $240k | 8.6k | 27.90 |
| 2025-06-30 | $315k | 13k | 25.30 |
| 2025-03-31 | $292k | 13k | 23.43 |
| 2024-12-31 | $322k | 13k | 25.86 |
| 2024-09-30 | $323k | 6.3k | 51.50 |
| 2024-06-30 | $307k | 6.5k | 47.45 |
| 2024-03-31 | $318k | 6.5k | 49.24 |
| 2023-03-31 | $1.4k | 34 | 41.94 |
| 2021-12-31 | $24k | 230 | 102.40 |
| 2021-09-30 | $23k | 230 | 100.10 |
| 2021-06-30 | $24k | 230 | 104.18 |
| 2021-03-31 | $23k | 230 | 99.67 |
| 2020-12-31 | $21k | 230 | 89.00 |
| 2020-09-30 | $16k | 230 | 68.32 |
| 2020-06-30 | $15k | 230 | 65.34 |
| 2020-03-31 | $12k | 230 | 51.52 |
| 2019-12-31 | $17k | 230 | 75.64 |
| 2019-09-30 | $16k | 230 | 69.73 |
| 2019-06-30 | $16k | 230 | 71.48 |
More positions owned by Cascade Investment Advisors
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