Schwab U S Small Cap ETF shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by KCM Investment 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 KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $441k | 12k | 36.13 |
| 2022-09-30 | $264k | 7.0k | 37.84 |
| 2021-06-30 | $236k | 2.3k | 104.15 |
| 2015-09-30 | $994k | 20k | 50.80 |
| 2015-06-30 | $1.1M | 20k | 57.49 |
| 2015-03-31 | $1.1M | 19k | 57.60 |
| 2014-12-31 | $1.0M | 19k | 55.09 |
| 2014-09-30 | $975k | 19k | 51.42 |