Schwab U S Small Cap ETF shares owned by CoreCap Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by CoreCap Advisors
from 13F filings
Historical chart of CoreCap Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by CoreCap Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by CoreCap Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 1.5M | 27.90 |
| 2025-06-30 | $36M | 1.4M | 25.30 |
| 2025-03-31 | $30M | 1.3M | 23.43 |
| 2024-12-31 | $20M | 769k | 25.86 |
| 2024-09-30 | $18M | 339k | 51.50 |
| 2024-03-31 | $15M | 301k | 49.24 |
| 2023-12-31 | $13M | 276k | 47.24 |
| 2023-09-30 | $11M | 276k | 41.42 |
| 2023-06-30 | $11M | 260k | 43.80 |
| 2022-12-31 | $8.8M | 217k | 40.51 |
| 2022-09-30 | $427k | 11k | 37.80 |
| 2022-06-30 | $492k | 13k | 39.00 |
| 2022-03-31 | $1.0M | 21k | 47.38 |
| 2021-12-31 | $902k | 8.8k | 102.38 |