Schwab U S Small Cap ETF shares owned by Evoke Wealth
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth 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 Evoke Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Evoke Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $294k | 5.7k | 51.50 |
2024-03-31 | $281k | 5.7k | 49.24 |
2023-12-31 | $268k | 5.7k | 47.24 |
2023-09-30 | $949k | 23k | 41.43 |
2023-06-30 | $248k | 5.7k | 43.80 |
2023-03-31 | $213k | 5.1k | 41.93 |
2022-12-31 | $206k | 5.1k | 40.51 |
2022-09-30 | $192k | 5.1k | 37.77 |
2022-06-30 | $198k | 5.1k | 38.95 |
2022-03-31 | $241k | 5.1k | 47.40 |
2021-12-31 | $260k | 2.5k | 102.28 |
2021-09-30 | $12k | 127 | 94.49 |
2021-06-30 | $13k | 127 | 102.36 |
2021-03-31 | $55k | 552 | 99.64 |
2020-12-31 | $11k | 127 | 86.61 |
2020-09-30 | $9.0k | 127 | 70.87 |
2020-06-30 | $8.0k | 127 | 62.99 |