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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

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Quarterly 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