Schwab U S Small Cap ETF shares owned by D.B. Root & Company
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by D.B. Root & Company 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 D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 9.5k | 27.90 |
| 2025-06-30 | $234k | 9.3k | 25.30 |
| 2025-03-31 | $231k | 9.9k | 23.43 |
| 2024-12-31 | $253k | 9.8k | 25.86 |
| 2024-09-30 | $253k | 4.9k | 51.51 |
| 2024-06-30 | $237k | 5.0k | 47.45 |
| 2024-03-31 | $223k | 4.5k | 49.25 |
| 2023-12-31 | $260k | 5.5k | 47.24 |
| 2023-09-30 | $242k | 5.8k | 41.42 |
| 2023-06-30 | $300k | 6.8k | 43.80 |
| 2023-03-31 | $328k | 7.8k | 41.93 |
| 2022-12-31 | $440k | 11k | 40.51 |
| 2022-09-30 | $473k | 13k | 37.78 |
| 2022-06-30 | $545k | 14k | 38.95 |
| 2022-03-31 | $701k | 15k | 47.34 |
| 2021-12-31 | $768k | 7.5k | 102.28 |
| 2021-09-30 | $746k | 7.5k | 100.03 |
| 2021-06-30 | $920k | 8.8k | 104.13 |
| 2021-03-31 | $869k | 8.7k | 99.62 |
| 2020-12-31 | $813k | 9.1k | 88.94 |
| 2020-09-30 | $1.6M | 24k | 68.31 |
| 2020-06-30 | $1.6M | 25k | 65.31 |
| 2020-03-31 | $1.3M | 25k | 51.49 |
| 2019-12-31 | $1.8M | 24k | 75.62 |
| 2019-09-30 | $1.7M | 24k | 69.70 |
| 2019-06-30 | $1.7M | 23k | 71.44 |
| 2019-03-31 | $1.6M | 23k | 69.94 |
| 2018-12-31 | $1.4M | 19k | 76.19 |
| 2018-09-30 | $1.4M | 19k | 76.19 |
| 2018-06-30 | $1.1M | 15k | 73.57 |
| 2018-03-31 | $932k | 14k | 69.12 |
| 2017-12-31 | $667k | 9.6k | 69.76 |