Schwab U S Small Cap ETF shares owned by Evensky & Katz
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $423k | 8.6k | 49.29 |
| 2023-12-31 | $421k | 8.9k | 47.19 |
| 2023-09-30 | $370k | 8.9k | 41.37 |
| 2023-06-30 | $397k | 9.1k | 43.78 |
| 2023-03-31 | $379k | 9.0k | 41.94 |
| 2022-12-31 | $627k | 16k | 40.53 |
| 2022-09-30 | $582k | 15k | 37.81 |
| 2022-06-30 | $620k | 16k | 39.02 |
| 2022-03-31 | $754k | 16k | 47.35 |
| 2021-12-31 | $811k | 7.9k | 102.42 |
| 2021-09-30 | $770k | 7.7k | 100.14 |
| 2021-06-30 | $802k | 7.7k | 104.18 |
| 2021-03-31 | $786k | 7.9k | 99.68 |
| 2020-12-31 | $845k | 9.5k | 88.99 |
| 2020-09-30 | $696k | 10k | 68.28 |
| 2020-06-30 | $493k | 7.5k | 65.40 |
| 2020-03-31 | $437k | 8.5k | 51.48 |
| 2019-12-31 | $650k | 8.6k | 75.62 |
| 2019-09-30 | $2.9M | 42k | 69.72 |
| 2019-06-30 | $3.0M | 41k | 71.49 |
| 2019-03-31 | $3.9M | 42k | 93.62 |
| 2018-12-31 | $2.6M | 43k | 60.67 |
| 2018-09-30 | $3.3M | 44k | 76.17 |
| 2018-06-30 | $3.2M | 44k | 73.56 |
| 2018-03-31 | $3.1M | 44k | 69.11 |
| 2017-12-31 | $3.0M | 44k | 69.73 |
| 2017-09-30 | $2.6M | 39k | 67.35 |
| 2017-06-30 | $2.0M | 32k | 63.90 |
| 2017-03-31 | $2.0M | 33k | 62.82 |
| 2016-12-31 | $2.2M | 351k | 6.15 |
| 2016-09-30 | $2.1M | 37k | 57.55 |
| 2016-06-30 | $3.2M | 59k | 54.02 |
| 2016-03-31 | $4.0M | 78k | 52.04 |
| 2015-12-31 | $4.0M | 78k | 52.07 |
| 2015-09-30 | $4.2M | 83k | 50.78 |
| 2015-06-30 | $5.8M | 101k | 57.48 |
| 2015-03-31 | $5.8M | 101k | 57.58 |
| 2014-12-31 | $6.1M | 111k | 55.12 |
| 2014-09-30 | $6.0M | 118k | 51.40 |
| 2014-06-30 | $9.0k | 168 | 53.57 |
| 2014-03-31 | $12k | 236 | 50.85 |
| 2013-12-31 | $14k | 280 | 50.00 |
| 2013-09-30 | $12k | 265 | 45.28 |
| 2013-06-30 | $10k | 246 | 40.65 |