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Schwab U S Small Cap ETF shares owned by Cascade Investment Advisors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cascade Investment Advisors from 13F filings

Historical chart of Cascade Investment 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 Cascade Investment 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 Cascade Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $318k 6.5k 49.24
2023-03-31 $1.4k 34 41.94
2021-12-31 $24k 230 102.40
2021-09-30 $23k 230 100.10
2021-06-30 $24k 230 104.18
2021-03-31 $23k 230 99.67
2020-12-31 $21k 230 89.00
2020-09-30 $16k 230 68.32
2020-06-30 $15k 230 65.34
2020-03-31 $12k 230 51.52
2019-12-31 $17k 230 75.64
2019-09-30 $16k 230 69.73
2019-06-30 $16k 230 71.48