Schwab U S Small Cap ETF shares owned by Ken Roberts Investment Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Ken Roberts Investment Management
from 13F filings
Historical chart of Ken Roberts Investment Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Ken Roberts Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $185k | 6.6k | 27.90 |
| 2025-06-30 | $172k | 6.8k | 25.30 |
| 2025-03-31 | $159k | 6.8k | 23.43 |
| 2024-12-31 | $187k | 7.2k | 25.86 |
| 2024-09-30 | $181k | 3.5k | 51.50 |
| 2024-06-30 | $168k | 3.5k | 47.45 |
| 2024-03-31 | $170k | 3.5k | 49.24 |
| 2023-12-31 | $245k | 5.2k | 47.24 |
| 2023-09-30 | $218k | 5.3k | 41.42 |
| 2023-06-30 | $270k | 6.2k | 43.80 |
| 2023-03-31 | $270k | 6.4k | 41.93 |
| 2022-12-31 | $5.6M | 5.8k | 961.97 |
| 2021-12-31 | $216k | 2.1k | 102.42 |
| 2021-06-30 | $207k | 2.0k | 104.18 |
More positions owned by Ken Roberts Investment Management
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