Schwab U S Small Cap ETF shares owned by LVW Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 67k | 27.90 |
| 2025-06-30 | $1.8M | 73k | 25.30 |
| 2025-03-31 | $2.3M | 96k | 23.43 |
| 2024-12-31 | $3.6M | 137k | 25.86 |
| 2024-09-30 | $3.6M | 70k | 51.50 |
| 2024-06-30 | $6.3M | 132k | 47.45 |
| 2024-03-31 | $6.3M | 127k | 49.24 |
| 2023-12-31 | $5.4M | 115k | 47.24 |
| 2023-09-30 | $4.6M | 112k | 41.42 |
| 2023-06-30 | $4.7M | 107k | 43.80 |
| 2023-03-31 | $4.1M | 97k | 41.93 |
| 2022-12-31 | $3.6M | 89k | 40.51 |
| 2022-09-30 | $3.3M | 88k | 37.80 |
| 2022-06-30 | $3.5M | 89k | 38.99 |
| 2022-03-31 | $5.6M | 118k | 47.36 |
| 2021-12-31 | $5.9M | 58k | 102.40 |
| 2021-09-30 | $6.5M | 65k | 100.11 |
| 2021-06-30 | $7.9M | 76k | 104.18 |
| 2021-03-31 | $7.4M | 75k | 99.67 |
| 2020-12-31 | $5.3M | 59k | 89.00 |
| 2020-09-30 | $4.1M | 60k | 68.32 |
| 2020-06-30 | $4.1M | 63k | 65.35 |
| 2020-03-31 | $10M | 194k | 51.52 |
| 2019-12-31 | $1.1M | 14k | 75.64 |
| 2019-09-30 | $756k | 11k | 69.73 |
| 2019-06-30 | $1.2M | 16k | 71.46 |
| 2019-03-31 | $1.2M | 17k | 69.95 |
| 2018-12-31 | $1.0M | 17k | 60.67 |