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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

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Quarterly 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