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Schwab U S Small Cap ETF shares owned by Evergreen Capital Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Evergreen Capital Management from 13F filings

Historical chart of Evergreen Capital Management 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 Evergreen Capital Management 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 Evergreen Capital Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.6M 86k 41.42
2023-06-30 $3.6M 81k 43.80
2023-03-31 $3.3M 78k 41.93
2022-12-31 $3.1M 76k 40.51
2022-09-30 $2.3M 60k 37.80
2022-06-30 $2.3M 60k 38.99
2022-03-31 $3.5M 74k 47.36
2021-12-31 $3.8M 37k 102.40
2021-09-30 $3.6M 36k 100.11
2021-06-30 $3.7M 35k 104.18
2021-03-31 $3.5M 35k 99.69
2020-12-31 $2.7M 31k 88.99
2020-09-30 $1.2M 18k 68.31
2020-06-30 $1.0M 15k 65.35
2020-03-31 $1.2M 22k 51.50
2019-12-31 $838k 11k 75.60
2019-09-30 $1.1M 16k 69.71
2019-06-30 $1.1M 16k 71.50
2019-03-31 $863k 12k 69.95
2018-12-31 $492k 8.1k 60.74
2018-09-30 $459k 6.0k 76.25
2018-06-30 $345k 4.7k 73.64