Schwab U S Small Cap ETF shares owned by CI Private Wealth
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 1.4M | 27.90 |
| 2025-06-30 | $7.5M | 297k | 25.30 |
| 2025-03-31 | $28M | 1.2M | 23.43 |
| 2024-12-31 | $30M | 1.2M | 25.86 |
| 2024-09-30 | $30M | 592k | 51.11 |
| 2024-06-30 | $27M | 560k | 47.45 |
| 2024-03-31 | $27M | 556k | 49.24 |
| 2023-12-31 | $27M | 565k | 47.24 |
| 2023-09-30 | $22M | 530k | 41.42 |
| 2023-06-30 | $23M | 531k | 43.80 |
| 2023-03-31 | $22M | 535k | 41.93 |
| 2022-12-31 | $21M | 509k | 40.51 |