Schwab U S Small Cap ETF shares owned by Crescent Grove Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Crescent Grove Advisors
from 13F filings
Historical chart of Crescent Grove Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Crescent Grove 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 Crescent Grove Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 11k | 27.90 |
| 2025-06-30 | $267k | 11k | 25.30 |
| 2025-03-31 | $247k | 11k | 23.43 |
| 2024-12-31 | $800k | 31k | 25.86 |
| 2024-09-30 | $797k | 16k | 51.50 |
| 2024-06-30 | $737k | 16k | 47.61 |
| 2024-03-31 | $762k | 16k | 49.24 |
| 2023-12-31 | $725k | 15k | 47.24 |
| 2023-09-30 | $621k | 15k | 41.42 |
| 2023-06-30 | $657k | 15k | 43.80 |
| 2023-03-31 | $629k | 15k | 41.93 |
| 2022-12-31 | $608k | 15k | 40.51 |
| 2022-09-30 | $567k | 15k | 37.80 |