Schwab U S Small Cap ETF shares owned by Roundview Capital
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Roundview Capital 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 Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $941k | 34k | 27.90 |
| 2025-06-30 | $856k | 34k | 25.30 |
| 2025-03-31 | $857k | 37k | 23.43 |
| 2024-12-31 | $941k | 36k | 25.86 |
| 2024-09-30 | $945k | 18k | 51.50 |
| 2024-06-30 | $831k | 18k | 47.45 |
| 2024-03-31 | $953k | 19k | 49.24 |
| 2023-12-31 | $946k | 20k | 47.24 |
| 2023-09-30 | $950k | 23k | 41.42 |
| 2023-06-30 | $996k | 23k | 43.80 |
| 2023-03-31 | $953k | 23k | 41.93 |
| 2022-12-31 | $927k | 23k | 40.51 |
| 2022-09-30 | $820k | 22k | 37.80 |
| 2022-06-30 | $840k | 22k | 39.00 |
| 2022-03-31 | $1.0M | 22k | 47.36 |
| 2021-12-31 | $1.1M | 11k | 102.43 |
| 2021-09-30 | $1.1M | 11k | 100.10 |
| 2021-06-30 | $1.1M | 11k | 104.16 |
| 2021-03-31 | $1.1M | 11k | 99.69 |
| 2020-12-31 | $958k | 11k | 89.01 |
| 2020-09-30 | $735k | 11k | 68.29 |
| 2020-06-30 | $740k | 11k | 65.31 |
| 2020-03-31 | $617k | 12k | 51.55 |
| 2019-12-31 | $1.1M | 15k | 75.63 |
| 2019-09-30 | $1.0M | 15k | 69.74 |
| 2019-06-30 | $1.0M | 15k | 71.45 |
| 2019-03-31 | $953k | 14k | 69.91 |
| 2018-12-31 | $758k | 13k | 60.65 |
| 2018-09-30 | $988k | 13k | 76.19 |
| 2018-06-30 | $765k | 10k | 73.59 |
| 2018-03-31 | $559k | 8.1k | 69.15 |
| 2017-12-31 | $543k | 7.8k | 69.80 |
| 2017-09-30 | $523k | 7.8k | 67.41 |
| 2017-06-30 | $443k | 6.9k | 63.90 |
| 2017-03-31 | $392k | 6.2k | 62.93 |
| 2016-12-31 | $373k | 6.1k | 61.53 |