Schwab U S Small Cap ETF shares owned by Clear Investment Research
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Clear Investment Research
from 13F filings
Historical chart of Clear Investment Research investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Clear Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $636k | 23k | 27.90 |
| 2025-06-30 | $577k | 23k | 25.30 |
| 2025-03-31 | $545k | 23k | 23.43 |
| 2024-12-31 | $602k | 23k | 25.86 |
| 2024-09-30 | $600k | 12k | 51.50 |
| 2024-06-30 | $584k | 12k | 47.45 |
| 2024-03-31 | $605k | 12k | 49.24 |
| 2023-12-31 | $581k | 12k | 47.24 |
| 2023-09-30 | $547k | 13k | 41.42 |
| 2023-06-30 | $580k | 13k | 43.80 |
| 2023-03-31 | $519k | 12k | 41.93 |
| 2022-12-31 | $496k | 12k | 40.50 |
| 2022-09-30 | $462k | 12k | 37.82 |
| 2022-06-30 | $476k | 12k | 38.96 |
| 2022-03-31 | $583k | 12k | 47.35 |
| 2021-12-31 | $627k | 6.1k | 102.47 |
| 2021-09-30 | $612k | 6.1k | 100.05 |
| 2021-06-30 | $633k | 6.1k | 104.21 |
| 2021-03-31 | $606k | 6.1k | 99.74 |
| 2020-12-31 | $542k | 6.1k | 89.06 |
| 2020-09-30 | $419k | 6.1k | 68.29 |
| 2020-06-30 | $413k | 6.3k | 65.38 |
| 2020-03-31 | $300k | 5.8k | 51.59 |
| 2019-12-31 | $440k | 5.8k | 75.67 |
| 2019-09-30 | $386k | 5.5k | 69.80 |
| 2019-06-30 | $395k | 5.5k | 71.43 |
| 2019-03-31 | $367k | 5.3k | 69.85 |
| 2018-12-31 | $307k | 5.1k | 60.66 |
| 2018-09-30 | $371k | 4.9k | 75.99 |
| 2018-06-30 | $255k | 3.7k | 69.11 |
| 2018-03-31 | $255k | 3.7k | 69.11 |
| 2017-12-31 | $257k | 3.7k | 69.65 |
| 2017-09-30 | $249k | 3.7k | 67.48 |
| 2017-06-30 | $240k | 3.8k | 63.91 |