Schwab U S Small Cap ETF shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 59k | 27.90 |
| 2025-06-30 | $252k | 10k | 25.30 |
| 2025-03-31 | $15k | 633 | 23.43 |
| 2024-12-31 | $137k | 5.3k | 25.86 |
| 2024-09-30 | $57k | 1.1k | 51.50 |
| 2024-06-30 | $57k | 1.1k | 51.43 |
| 2024-03-31 | $23k | 489 | 47.24 |
| 2023-12-31 | $23k | 489 | 47.24 |
| 2023-09-30 | $20k | 482 | 41.42 |
| 2023-06-30 | $34k | 766 | 43.80 |
| 2023-03-31 | $22k | 522 | 41.93 |
| 2022-12-31 | $21k | 522 | 40.51 |
| 2022-09-30 | $30k | 785 | 38.22 |
| 2022-06-30 | $18k | 458 | 39.30 |
| 2022-03-31 | $21k | 452 | 46.46 |
| 2021-12-31 | $23k | 226 | 101.77 |
More positions owned by EverSource Wealth Advisors
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