Northern Oak Capital Management »

Schwab U S Small Cap ETF shares owned by Northern Oak Capital Management

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

Historical chart of Northern Oak Capital 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 Northern Oak Capital 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 Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 45k 51.50
2022-06-30 $1.0k 36 27.78
2022-03-31 $2.0k 38 52.63
2021-12-31 $2.0k 19 105.26
2021-09-30 $2.0k 19 105.26
2021-06-30 $2.0k 19 105.26
2021-03-31 $2.0k 19 105.26
2020-12-31 $3.0k 38 78.95
2020-09-30 $5.0k 66 75.76
2020-06-30 $5.0k 81 61.73
2020-03-31 $4.0k 81 49.38
2019-12-31 $9.0k 122 73.77
2019-09-30 $9.0k 122 73.77
2019-06-30 $9.0k 122 73.77
2019-03-31 $13k 184 70.65
2018-12-31 $7.0k 122 57.38
2018-09-30 $9.0k 122 73.77
2018-06-30 $9.0k 122 73.77
2018-03-31 $8.0k 122 65.57