Schwab U S Small Cap ETF shares owned by Claro Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Claro 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 Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 42k | 27.90 |
| 2025-06-30 | $1.1M | 42k | 25.30 |
| 2025-03-31 | $981k | 42k | 23.43 |
| 2024-12-31 | $1.1M | 42k | 25.86 |
| 2024-09-30 | $1.1M | 21k | 51.50 |
| 2024-06-30 | $965k | 20k | 47.45 |
| 2024-03-31 | $945k | 19k | 49.24 |
| 2023-12-31 | $859k | 18k | 47.24 |
| 2023-09-30 | $723k | 17k | 41.42 |
| 2023-06-30 | $766k | 18k | 43.80 |
| 2023-03-31 | $670k | 16k | 41.93 |
| 2022-03-31 | $215k | 2.1k | 102.38 |
| 2021-12-31 | $215k | 2.1k | 102.38 |