Schwab U S Small Cap ETF shares owned by Sierra Summit Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sierra Summit Advisors
from 13F filings
Historical chart of Sierra Summit Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Sierra Summit 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 Sierra Summit Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 14k | 27.90 |
| 2025-06-30 | $351k | 14k | 25.30 |
| 2025-03-31 | $342k | 15k | 23.43 |
| 2024-12-31 | $369k | 14k | 25.86 |
| 2024-09-30 | $356k | 6.9k | 51.50 |
| 2024-06-30 | $328k | 6.9k | 47.45 |
| 2024-03-31 | $366k | 7.4k | 49.24 |
| 2023-12-31 | $321k | 6.8k | 47.24 |