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Schwab Intl Small Cap Equity ETF shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Schwab Intl Small Cap Equity ETF (SCHC) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Schwab Intl Small Cap Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Intl Small Cap Equity ETF held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Intl Small Cap Equity ETF by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 34k 35.80
2023-12-31 $1.4M 40k 34.89
2023-09-30 $3.2M 99k 32.25
2023-06-30 $3.1M 90k 33.77
2023-03-31 $2.8M 83k 33.71
2022-12-31 $2.4M 76k 31.47
2022-09-30 $1.9M 70k 27.75
2022-06-30 $2.1M 68k 31.23
2022-03-31 $2.8M 74k 37.97
2021-12-31 $3.0M 72k 40.93
2021-09-30 $3.1M 76k 41.51
2021-06-30 $3.0M 73k 41.60
2021-03-31 $3.0M 77k 39.41
2020-12-31 $2.9M 76k 37.66
2020-09-30 $2.5M 76k 32.52
2020-06-30 $2.3M 79k 29.57
2020-03-31 $2.1M 84k 24.40
2019-12-31 $2.8M 80k 34.65
2019-09-30 $2.5M 79k 31.80
2019-06-30 $1.7M 53k 32.65
2019-03-31 $1.3M 41k 32.25
2018-12-31 $1.9M 66k 29.10
2018-09-30 $2.2M 61k 35.67
2018-06-30 $2.1M 59k 36.07
2018-03-31 $2.2M 61k 36.51
2017-12-31 $2.3M 64k 36.63
2017-09-30 $2.3M 64k 35.83
2017-06-30 $936k 28k 33.64
2017-03-31 $485k 16k 31.35
2016-12-31 $544k 19k 29.09
2016-09-30 $654k 21k 30.88
2016-06-30 $1.1M 38k 29.00
2016-03-31 $1.5M 51k 28.95
2015-12-31 $2.4M 84k 28.83
2015-09-30 $2.9M 102k 28.54
2015-06-30 $3.7M 117k 31.30
2015-03-31 $4.0M 128k 31.65
2014-12-31 $3.4M 118k 28.85
2014-09-30 $2.3M 73k 31.34
2014-06-30 $2.6M 75k 34.27
2014-03-31 $2.5M 76k 33.01
2013-09-30 $1.7M 54k 30.84
2013-06-30 $1.2M 45k 27.00

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

Top funds holding Schwab Intl Small Cap Equity ETF

Charles Schwab Investment Advisory
Pnc Financial Services
Savant Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
New York Life Investment Management
McAdam
Creative Planning
CI Private Wealth
BlackRock
Mather Group
Charles Schwab Investment Management
Colony
Rsm Us Wealth Management
Johnson Financial

View all funds holding Schwab Intl Small Cap Equity ETF