Schwab U S Small Cap ETF shares owned by Genesee Capital Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Genesee Capital Advisors
from 13F filings
Historical chart of Genesee Capital Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Genesee Capital 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 Genesee Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $477k | 17k | 28.48 |
| 2025-09-30 | $267k | 9.6k | 27.90 |
| 2025-06-30 | $362k | 14k | 25.30 |
| 2025-03-31 | $334k | 14k | 23.43 |
| 2024-12-31 | $368k | 14k | 25.86 |
| 2021-06-30 | $21k | 205 | 102.44 |
| 2020-03-31 | $603k | 12k | 51.45 |
| 2019-12-31 | $1.4M | 19k | 75.59 |
| 2019-09-30 | $1.3M | 19k | 69.72 |
| 2019-06-30 | $1.2M | 17k | 71.44 |
| 2019-03-31 | $1.3M | 19k | 69.92 |
| 2018-12-31 | $1.0M | 17k | 60.69 |