Schwab U S Small Cap ETF shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $7.4M | 254k | 29.08 |
| 2025-12-31 | $6.5M | 229k | 28.48 |
| 2025-06-30 | $9.0M | 352k | 25.49 |
| 2025-03-31 | $5.7M | 242k | 23.43 |
| 2024-12-31 | $5.4M | 210k | 25.86 |
| 2024-09-30 | $2.9k | 55 | 51.85 |
| 2024-06-30 | $2.6k | 55 | 47.45 |
| 2024-03-31 | $2.7k | 55 | 49.24 |
| 2023-12-31 | $2.6k | 55 | 47.13 |
| 2023-09-30 | $12k | 280 | 41.48 |
| 2023-06-30 | $4.8k | 109 | 43.70 |
| 2023-03-31 | $4.5k | 108 | 42.07 |
| 2022-12-31 | $7.6k | 187 | 40.52 |
| 2022-09-30 | $5.0k | 128 | 39.06 |
| 2022-06-30 | $5.0k | 128 | 39.06 |
| 2022-03-31 | $14k | 304 | 46.05 |
| 2021-12-31 | $45k | 443 | 101.58 |
| 2021-09-30 | $36k | 359 | 100.28 |
| 2021-06-30 | $37k | 359 | 103.06 |
| 2020-12-31 | $32k | 359 | 89.14 |
| 2020-09-30 | $36k | 521 | 69.10 |
| 2020-06-30 | $34k | 520 | 65.38 |
| 2020-03-31 | $16k | 305 | 52.46 |
| 2019-06-30 | $3.0k | 49 | 61.22 |
| 2018-12-31 | $3.0k | 49 | 61.22 |
| 2018-09-30 | $4.0k | 48 | 83.33 |