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
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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 |
|---|---|---|---|
| 2025-09-30 | $5.3M | 191k | 27.90 |
| 2025-06-30 | $4.6M | 184k | 25.30 |
| 2025-03-31 | $4.3M | 184k | 23.43 |
| 2024-12-31 | $4.8M | 187k | 25.86 |
| 2024-09-30 | $4.8M | 94k | 51.50 |
| 2024-06-30 | $4.5M | 94k | 47.61 |
| 2024-03-31 | $4.6M | 93k | 49.24 |
| 2023-12-31 | $4.5M | 96k | 47.24 |
| 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 |
More positions owned by Evergreen Capital Management
View all positions for Evergreen Capital Management