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SCHASCHA
30 quarters

Position history for Savant Capital, LLCSavant Capital, LLC's holdings in SCHWAB US SMALL-CAP ETF

Savant Capital, LLC holds 2.9M shares of SCHA (SCHWAB US SMALL-CAP ETF), worth $95M as of 2026-Q2. The position was increased (+99.2% shares). SCHA represents 0.3% of Savant Capital, LLC's portfolio.

Current Value

$95M

Current Shares

2.9M

Total Value Change

+$93.8M

Total Shares Change

+2.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+99.2%
$95M0.3%$36.13
58
2026-Q1
Decreased
1.5M
-3.4%
$42.6M0.2%$30.18
0
2025-Q4
Decreased
1.5M
-6.3%
$43.2M0.2%$28.73
0
2025-Q3
Increased
1.6M
+3.2%
$45.2M0.3%$27.74
36
2025-Q2
Decreased
1.6M
-7.7%
$39.7M0.3%$25.08
0
2025-Q1
Decreased
1.7M
-10.0%
$39.8M0.3%$23.22
0
2024-Q4
Increased
1.9M
+84.1%
$48.8M0.4%$25.50
54
2024-Q3
Decreased
1M
-7.6%
$52.8M0.4%$25.20
0
2024-Q2
Decreased
1.1M
-4.0%
$52.6M0.5%$23.19
0
2024-Q1
Decreased
1.2M
-2.1%
$56.9M0.7%$23.98
0
2023-Q4
Decreased
1.2M
-1.5%
$55.7M0.7%$22.96
0
2023-Q3
Increased
1.2M
+3.8%
$49.6M0.7%$20.02
43
2023-Q2
Decreased
1.2M
-1.8%
$50.5M0.8%$21.01
0
2023-Q1
Decreased
1.2M
-3.9%
$49.3M0.9%$19.73
0
2022-Q4
Decreased
1.2M
-8.1%
$48.5M1.2%$19.38
0
2022-Q3
Decreased
1.3M
-7.2%
$50.3M1.6%$18.12
0
2022-Q2
Increased
1.4M
+15.9%
$55.9M1.7%$18.68
53
2022-Q1
Increased
1.2M
+106.0%
$58.5M1.9%$22.71
75
2021-Q4
Increased
600,099
+161.7%
$61.5M2.0%$24.20
75
2021-Q3
Increased
229,356
+39.5%
$23M0.8%$23.78
53
2021-Q2
Increased
164,372
+1.5%
$17.1M0.7%$24.38
40
2021-Q1
Increased
161,973
+0.2%
$16.1M0.9%$23.09
40
2020-Q4
Increased
161,699
+0.7%
$14.4M0.8%$20.80
40
2020-Q3
Increased
160,631
+3.1%
$11M0.8%$15.82
40
2020-Q2
Increased
155,855
+40.4%
$10.2M0.8%$14.93
52
2020-Q1
Increased
111,000
+334.4%
$5.7M0.5%$11.98
62
2019-Q4
Increased
25,550
+30.1%
$1.9M0.2%$17.36
39
2019-Q3
Increased
19,646
+10.1%
$1.4M0.2%$15.91
34
2019-Q2
Increased
17,851
+5.3%
$1.3M0.2%$16.29
32
2019-Q1
New
16,945
-
$1.2M0.2%$15.88
42

Other major holders of SCHA: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Empower Advisory Group, LLC, BANK OF AMERICA CORP /DE/

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