Schwab U S Small Cap ETF shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group 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 Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 78k | 27.90 |
| 2025-06-30 | $2.0M | 78k | 25.30 |
| 2025-03-31 | $1.9M | 79k | 23.43 |
| 2024-12-31 | $2.0M | 79k | 25.86 |
| 2024-09-30 | $2.6M | 50k | 51.50 |
| 2024-06-30 | $2.4M | 50k | 47.45 |
| 2024-03-31 | $2.5M | 50k | 49.24 |
| 2023-12-31 | $2.4M | 51k | 47.24 |
| 2023-09-30 | $2.2M | 54k | 41.42 |
| 2023-06-30 | $2.1M | 58k | 35.67 |
| 2023-03-31 | $2.6M | 63k | 41.93 |
| 2022-12-31 | $2.6M | 63k | 40.51 |
| 2022-09-30 | $2.4M | 64k | 37.80 |
| 2022-06-30 | $2.5M | 64k | 38.99 |
| 2022-03-31 | $3.0M | 64k | 47.35 |
| 2021-12-31 | $3.2M | 32k | 102.40 |
| 2021-09-30 | $3.2M | 32k | 100.09 |
| 2021-06-30 | $3.4M | 32k | 104.18 |
| 2021-03-31 | $3.5M | 35k | 99.66 |
| 2020-12-31 | $3.4M | 38k | 89.00 |