Schwab U S Small Cap ETF shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Clearview Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $960k | 34k | 27.90 |
| 2025-06-30 | $846k | 33k | 25.30 |
| 2025-03-31 | $756k | 32k | 23.43 |
| 2024-12-31 | $816k | 32k | 25.86 |
| 2024-09-30 | $804k | 16k | 51.50 |
| 2024-06-30 | $664k | 14k | 47.45 |
| 2023-06-30 | $107k | 2.4k | 43.80 |
| 2023-03-31 | $103k | 2.5k | 41.94 |
| 2022-12-31 | $115k | 2.8k | 40.51 |
| 2022-09-30 | $133k | 3.5k | 37.90 |
| 2022-06-30 | $175k | 4.5k | 39.03 |
| 2022-03-31 | $2.2M | 47k | 47.37 |
| 2021-12-31 | $2.6M | 25k | 102.42 |
| 2021-09-30 | $2.4M | 24k | 100.12 |
| 2021-06-30 | $2.6M | 25k | 104.17 |
| 2021-03-31 | $2.2M | 22k | 99.66 |