Schwab U S Small Cap ETF shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors 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 Stratos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 305k | 27.90 |
| 2025-06-30 | $8.0M | 316k | 25.30 |
| 2025-03-31 | $1.7M | 74k | 23.43 |
| 2024-12-31 | $2.3M | 88k | 25.86 |
| 2024-09-30 | $1.3M | 24k | 51.50 |
| 2024-06-30 | $1.2M | 25k | 47.45 |
| 2024-03-31 | $1.3M | 26k | 49.24 |
| 2023-12-31 | $1.3M | 28k | 47.24 |
| 2023-09-30 | $1.2M | 28k | 41.42 |
| 2023-06-30 | $1.2M | 26k | 43.80 |
| 2023-03-31 | $1.1M | 27k | 41.93 |
| 2022-12-31 | $1.1M | 28k | 40.51 |
| 2022-09-30 | $1.0M | 27k | 37.81 |
| 2022-06-30 | $1.1M | 28k | 38.99 |
| 2022-03-31 | $2.4M | 50k | 47.37 |
| 2021-12-31 | $6.6M | 64k | 102.40 |
| 2021-09-30 | $3.1M | 31k | 100.10 |
| 2021-06-30 | $3.0M | 29k | 104.18 |
| 2021-03-31 | $2.3M | 23k | 99.65 |
| 2020-12-31 | $1.2M | 14k | 89.03 |
| 2020-09-30 | $1.0M | 15k | 68.30 |
| 2020-06-30 | $981k | 15k | 65.35 |
| 2020-03-31 | $755k | 15k | 51.51 |
| 2019-12-31 | $1.2M | 16k | 75.66 |
| 2019-09-30 | $1.1M | 16k | 69.74 |
| 2019-06-30 | $1.1M | 15k | 71.45 |
| 2019-03-31 | $523k | 7.5k | 69.86 |