Schwab U S Small Cap ETF shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $201k | 7.2k | 27.90 |
| 2019-12-31 | $326k | 4.3k | 75.73 |
| 2019-09-30 | $272k | 3.9k | 69.83 |
| 2017-12-31 | $154k | 2.2k | 69.68 |
| 2017-09-30 | $149k | 2.2k | 67.42 |
| 2017-06-30 | $141k | 2.2k | 63.80 |
| 2017-03-31 | $139k | 2.2k | 62.90 |
| 2016-12-31 | $13k | 216 | 60.19 |
| 2016-09-30 | $12k | 216 | 55.56 |
| 2016-06-30 | $12k | 216 | 55.56 |
| 2016-03-31 | $11k | 216 | 50.93 |
| 2015-12-31 | $11k | 216 | 50.93 |
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