Schwab U S Small Cap ETF shares owned by Strategic Investment Solutions
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Strategic Investment Solutions
from 13F filings
Historical chart of Strategic Investment Solutions investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Strategic Investment Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Strategic Investment Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $878k | 32k | 27.90 |
| 2025-06-30 | $808k | 32k | 25.30 |
| 2025-03-31 | $751k | 32k | 23.41 |
| 2024-12-31 | $978k | 38k | 25.86 |
| 2024-09-30 | $983k | 19k | 51.50 |
| 2024-06-30 | $620k | 12k | 51.50 |
| 2023-12-31 | $940k | 20k | 47.24 |
| 2023-09-30 | $44M | 994k | 44.57 |
| 2023-06-30 | $617k | 15k | 40.89 |
| 2023-03-31 | $635k | 15k | 41.93 |
| 2022-12-31 | $697k | 15k | 46.36 |
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