Schwab U S Small Cap ETF shares owned by Evanson Asset Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Evanson Asset Management
from 13F filings
Historical chart of Evanson Asset 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 Evanson Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Evanson Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $564k | 20k | 27.90 |
| 2025-06-30 | $509k | 20k | 25.30 |
| 2025-03-31 | $470k | 20k | 23.43 |
| 2024-12-31 | $516k | 20k | 25.86 |
| 2024-09-30 | $511k | 9.9k | 51.50 |
| 2024-06-30 | $411k | 8.7k | 47.45 |
| 2024-03-31 | $426k | 8.7k | 49.24 |
| 2023-12-31 | $408k | 8.6k | 47.24 |
| 2023-09-30 | $367k | 8.8k | 41.42 |
| 2023-06-30 | $384k | 8.8k | 43.80 |
| 2023-03-31 | $873k | 21k | 41.93 |
| 2022-12-31 | $785k | 21k | 37.80 |
| 2022-09-30 | $785k | 21k | 37.81 |
| 2022-06-30 | $816k | 21k | 39.00 |
| 2022-03-31 | $605k | 13k | 47.38 |
| 2021-12-31 | $649k | 6.3k | 102.33 |
| 2021-09-30 | $705k | 6.8k | 104.14 |
| 2021-06-30 | $726k | 7.0k | 104.13 |
| 2021-03-31 | $694k | 7.0k | 99.68 |
| 2020-12-31 | $423k | 4.8k | 89.02 |
| 2020-09-30 | $324k | 4.7k | 68.41 |
| 2020-06-30 | $308k | 4.7k | 65.30 |
| 2020-03-31 | $243k | 4.7k | 51.60 |
| 2019-12-31 | $448k | 5.9k | 75.66 |
| 2019-09-30 | $416k | 6.0k | 69.66 |
| 2019-06-30 | $418k | 5.9k | 71.44 |
| 2019-03-31 | $545k | 7.8k | 69.98 |
| 2018-12-31 | $274k | 4.5k | 60.62 |
| 2018-09-30 | $283k | 3.7k | 76.20 |
| 2018-06-30 | $330k | 4.5k | 73.48 |
| 2018-03-31 | $310k | 4.5k | 69.03 |
| 2017-12-31 | $312k | 4.5k | 69.69 |
| 2017-09-30 | $301k | 4.5k | 67.38 |
| 2017-06-30 | $285k | 4.5k | 63.96 |
| 2017-03-31 | $280k | 4.4k | 63.05 |
| 2016-12-31 | $272k | 4.4k | 61.41 |
| 2016-09-30 | $253k | 4.4k | 57.46 |
| 2016-06-30 | $255k | 4.7k | 54.03 |
| 2016-03-31 | $227k | 4.4k | 51.96 |