Schwab U S Small Cap ETF shares owned by Naples Global Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 54k | 27.90 |
| 2025-06-30 | $1.4M | 54k | 25.30 |
| 2025-03-31 | $1.2M | 52k | 23.43 |
| 2024-12-31 | $1.3M | 50k | 25.86 |
| 2024-09-30 | $1.3M | 26k | 51.50 |
| 2024-06-30 | $1.2M | 26k | 47.61 |
| 2024-03-31 | $1.3M | 25k | 49.24 |
| 2023-12-31 | $1.2M | 26k | 47.24 |
| 2023-09-30 | $994k | 24k | 41.42 |
| 2023-06-30 | $1.1M | 24k | 43.80 |
| 2023-03-31 | $1.0M | 24k | 41.93 |
| 2022-12-31 | $983k | 24k | 40.51 |
| 2022-09-30 | $922k | 24k | 37.79 |
| 2022-06-30 | $946k | 24k | 39.01 |
| 2022-03-31 | $1.1M | 23k | 47.34 |
| 2021-12-31 | $1.2M | 11k | 102.39 |
| 2021-09-30 | $1.1M | 12k | 100.10 |
| 2021-06-30 | $1.2M | 12k | 104.20 |
| 2021-03-31 | $1.1M | 11k | 99.66 |
| 2020-12-31 | $903k | 10k | 88.98 |
| 2020-09-30 | $684k | 10k | 68.32 |
| 2020-06-30 | $654k | 10k | 65.30 |
| 2020-03-31 | $497k | 9.7k | 51.50 |
| 2019-12-31 | $605k | 8.0k | 75.62 |
| 2019-09-30 | $484k | 6.9k | 69.66 |
| 2019-06-30 | $463k | 6.5k | 71.44 |
| 2019-03-31 | $362k | 5.2k | 69.87 |
| 2018-12-31 | $266k | 4.1k | 64.94 |
| 2018-09-30 | $229k | 3.1k | 73.56 |
| 2018-06-30 | $229k | 3.1k | 73.56 |
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