Schwab U S Small Cap ETF shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Crestwood 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 Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 13k | 27.90 |
| 2025-06-30 | $326k | 13k | 25.30 |
| 2025-03-31 | $237k | 10k | 23.43 |
| 2024-12-31 | $257k | 10k | 25.86 |
| 2024-09-30 | $259k | 5.0k | 51.50 |
| 2024-06-30 | $237k | 5.0k | 47.45 |
| 2024-03-31 | $244k | 4.9k | 49.24 |
| 2023-12-31 | $234k | 4.9k | 47.24 |
| 2023-09-30 | $203k | 4.9k | 41.42 |
| 2023-06-30 | $228k | 5.2k | 43.80 |
| 2023-03-31 | $226k | 5.4k | 41.93 |
| 2022-12-31 | $210k | 5.2k | 40.51 |