Schwab U S Small Cap ETF shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis Advisory Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Curtis Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $428k | 15k | 27.90 |
| 2025-06-30 | $480k | 19k | 25.30 |
| 2025-03-31 | $414k | 18k | 23.43 |
| 2024-12-31 | $461k | 18k | 25.86 |
| 2024-09-30 | $480k | 9.3k | 51.50 |
| 2024-06-30 | $431k | 9.1k | 47.45 |
| 2024-03-31 | $429k | 8.7k | 49.24 |
| 2023-12-31 | $324k | 6.9k | 47.24 |
| 2023-09-30 | $1.6M | 37k | 41.42 |
| 2023-06-30 | $2.8M | 63k | 43.80 |
| 2023-03-31 | $2.4M | 58k | 41.93 |
| 2022-12-31 | $2.1M | 52k | 40.51 |
| 2022-09-30 | $535k | 14k | 37.78 |
| 2022-06-30 | $585k | 15k | 38.99 |
| 2022-03-31 | $635k | 13k | 47.36 |
| 2021-12-31 | $633k | 6.2k | 102.39 |
| 2021-09-30 | $742k | 7.4k | 100.05 |
| 2021-06-30 | $625k | 6.0k | 104.17 |
| 2021-03-31 | $549k | 5.5k | 99.62 |
| 2020-12-31 | $501k | 5.6k | 88.99 |
| 2020-09-30 | $410k | 6.0k | 68.28 |
| 2020-06-30 | $423k | 6.5k | 65.34 |
| 2020-03-31 | $352k | 6.8k | 51.50 |
| 2019-12-31 | $441k | 5.8k | 75.70 |