Schwab U S Small Cap ETF shares owned by Clear Point Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Clear Point Advisors
from 13F filings
Historical chart of Clear Point Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Clear Point 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 Clear Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $939k | 34k | 27.90 |
| 2025-06-30 | $873k | 35k | 25.30 |
| 2025-03-31 | $840k | 36k | 23.43 |
| 2024-12-31 | $936k | 36k | 25.86 |
| 2024-09-30 | $931k | 18k | 51.50 |
| 2024-06-30 | $871k | 18k | 47.45 |
| 2024-03-31 | $904k | 18k | 49.24 |
| 2023-12-31 | $884k | 19k | 47.15 |