Schwab U S Small Cap ETF shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Client 1st Advisory Group 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 Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 12k | 27.90 |
| 2025-06-30 | $259k | 10k | 25.30 |
| 2025-03-31 | $259k | 11k | 23.43 |
| 2024-12-31 | $286k | 11k | 25.86 |
| 2024-09-30 | $346k | 6.7k | 51.50 |
| 2024-06-30 | $430k | 9.1k | 47.45 |
| 2024-03-31 | $494k | 10k | 49.24 |
| 2023-09-30 | $739k | 18k | 41.42 |
| 2023-06-30 | $1.4M | 31k | 43.80 |
| 2023-03-31 | $1.6M | 39k | 41.93 |
| 2022-12-31 | $2.0M | 50k | 40.51 |
| 2022-09-30 | $2.8M | 74k | 37.80 |
| 2022-06-30 | $3.2M | 82k | 38.99 |
| 2022-03-31 | $4.3M | 91k | 47.36 |
| 2021-12-31 | $4.6M | 45k | 102.40 |
| 2021-09-30 | $4.6M | 46k | 100.10 |
| 2021-06-30 | $4.7M | 45k | 104.18 |
| 2021-03-31 | $1.7M | 17k | 99.69 |