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
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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 |
|---|---|---|---|
| 2024-12-31 | $2.0M | 78k | 25.86 |
| 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 |
More positions owned by Northern Oak Capital Management
View all positions for Northern Oak Capital Management