Schwab U S Small Cap ETF shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay 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 Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $497k | 18k | 27.90 |
| 2025-06-30 | $532k | 21k | 25.30 |
| 2025-03-31 | $625k | 27k | 23.43 |
| 2024-12-31 | $716k | 28k | 25.86 |
| 2024-09-30 | $722k | 14k | 51.50 |
| 2024-06-30 | $667k | 14k | 47.60 |
| 2024-03-31 | $715k | 15k | 49.24 |
| 2023-12-31 | $679k | 14k | 47.24 |
| 2023-09-30 | $564k | 14k | 41.42 |
| 2023-06-30 | $599k | 14k | 43.80 |
| 2023-03-31 | $573k | 14k | 41.93 |
| 2022-12-31 | $558k | 14k | 40.51 |
| 2022-09-30 | $503k | 13k | 37.79 |
| 2022-06-30 | $486k | 13k | 39.00 |
| 2022-03-31 | $536k | 11k | 47.39 |
| 2021-12-31 | $600k | 5.9k | 102.48 |
| 2021-09-30 | $586k | 5.9k | 100.09 |
| 2021-06-30 | $1.2M | 12k | 104.21 |
| 2021-03-31 | $1.1M | 12k | 99.68 |
| 2020-12-31 | $1.0M | 12k | 89.03 |
| 2020-09-30 | $815k | 12k | 68.33 |
| 2020-06-30 | $916k | 14k | 65.31 |
| 2020-03-31 | $825k | 16k | 51.52 |
| 2019-12-31 | $2.9M | 38k | 75.65 |
| 2019-09-30 | $2.6M | 38k | 69.73 |
| 2019-06-30 | $2.7M | 38k | 71.47 |
| 2019-03-31 | $2.7M | 38k | 69.93 |
| 2018-12-31 | $2.3M | 38k | 60.68 |
| 2018-09-30 | $1.9M | 26k | 76.19 |
| 2018-06-30 | $1.8M | 25k | 73.57 |
| 2018-03-31 | $1.7M | 25k | 69.14 |
| 2017-12-31 | $1.2M | 17k | 69.76 |
| 2017-09-30 | $660k | 9.8k | 67.38 |
| 2017-06-30 | $659k | 10k | 63.88 |
| 2017-03-31 | $737k | 12k | 64.00 |
| 2016-12-31 | $674k | 11k | 61.52 |
| 2016-09-30 | $620k | 11k | 57.56 |
| 2016-06-30 | $582k | 11k | 54.02 |
| 2016-03-31 | $553k | 11k | 52.02 |