Schwab U S Small Cap ETF shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 43k | 27.90 |
| 2025-06-30 | $1.1M | 44k | 25.30 |
| 2025-03-31 | $940k | 40k | 23.43 |
| 2024-12-31 | $1.0M | 40k | 25.86 |
| 2024-09-30 | $1.1M | 22k | 51.50 |
| 2024-06-30 | $1.1M | 22k | 47.45 |
| 2024-03-31 | $1.1M | 23k | 49.24 |
| 2023-12-31 | $1.1M | 23k | 47.24 |
| 2023-09-30 | $935k | 23k | 41.42 |
| 2023-06-30 | $1.0M | 23k | 43.80 |
| 2023-03-31 | $977k | 23k | 41.93 |
| 2022-12-31 | $987k | 24k | 40.51 |
| 2022-09-30 | $863k | 23k | 37.80 |
| 2022-06-30 | $890k | 23k | 38.97 |
| 2022-03-31 | $930k | 20k | 47.35 |
| 2021-12-31 | $862k | 8.4k | 102.39 |
| 2021-09-30 | $820k | 8.2k | 100.10 |
| 2021-06-30 | $832k | 8.0k | 104.14 |
| 2021-03-31 | $967k | 9.7k | 99.66 |
| 2020-12-31 | $1.1M | 12k | 89.00 |
| 2020-09-30 | $1.1M | 17k | 68.29 |
| 2020-06-30 | $1.3M | 20k | 65.35 |
| 2020-03-31 | $1.3M | 25k | 51.54 |
| 2019-12-31 | $1.7M | 22k | 75.66 |
| 2019-09-30 | $1.7M | 24k | 69.73 |
| 2019-06-30 | $1.8M | 25k | 71.48 |
| 2019-03-31 | $1.9M | 28k | 69.94 |
| 2018-12-31 | $1.9M | 31k | 60.69 |
| 2018-09-30 | $621k | 8.1k | 76.21 |
| 2018-06-30 | $629k | 8.5k | 73.60 |
| 2018-03-31 | $567k | 8.2k | 69.15 |
| 2017-12-31 | $619k | 8.9k | 69.72 |