Schwab U S Small Cap ETF shares owned by Silver Oak Securities
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Silver Oak Securities
from 13F filings
Historical chart of Silver Oak Securities 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 Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Silver Oak Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $602k | 22k | 27.90 |
| 2025-06-30 | $476k | 19k | 25.30 |
| 2025-03-31 | $445k | 19k | 23.48 |
| 2024-12-31 | $499k | 19k | 25.84 |
| 2024-09-30 | $484k | 9.4k | 51.39 |
| 2024-06-30 | $171k | 3.6k | 47.46 |
| 2024-03-31 | $173k | 3.5k | 49.25 |
| 2023-12-31 | $352k | 7.4k | 47.24 |
| 2023-09-30 | $84k | 2.0k | 41.43 |
| 2023-06-30 | $230k | 5.3k | 43.79 |
| 2022-09-30 | $84k | 2.0k | 41.43 |
| 2022-06-30 | $250k | 6.0k | 41.41 |
| 2022-03-31 | $307k | 6.7k | 45.80 |