Everstar Asset Management »

Schwab U S Small Cap ETF shares owned by Everstar Asset Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Everstar Asset Management from 13F filings

Historical chart of Everstar Asset Management 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 Everstar Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Everstar Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $561k 20k 27.90
2025-06-30 $522k 21k 25.30
2025-03-31 $538k 23k 23.43
2024-12-31 $620k 24k 25.86
2024-09-30 $618k 12k 51.50

More positions owned by Everstar Asset Management

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Technology (XLK)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alibaba Group Hldg Sponsored Ads (BABA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for Everstar Asset Management

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF