Capital Directions Investment Advisory »

Schwab U S Small Cap ETF shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory 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 Capital Directions Investment Advisory 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 Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $99k 2.4k 40.51
2022-09-30 $0 0 0.00
2022-06-30 $95k 2.4k 38.84
2022-03-31 $116k 2.4k 47.42
2021-09-30 $119k 1.2k 100.34
2021-06-30 $124k 1.2k 104.55
2020-12-31 $117k 1.3k 88.89
2020-09-30 $90k 1.3k 68.29
2020-06-30 $73k 1.1k 65.30
2020-03-31 $58k 1.1k 51.88
2019-12-31 $85k 1.1k 76.03
2019-09-30 $96k 1.4k 69.67
2019-06-30 $117k 1.6k 71.60
2019-03-31 $114k 1.6k 69.77
2018-12-31 $105k 1.7k 60.90
2018-09-30 $131k 1.7k 75.99
2018-06-30 $89k 1.2k 73.68
2018-03-31 $124k 1.8k 69.24
2017-12-31 $125k 1.8k 69.83
2017-09-30 $116k 1.7k 67.48
2017-06-30 $106k 1.7k 64.16
2017-03-31 $99k 1.6k 62.98
2016-12-31 $94k 1.5k 61.56
2016-09-30 $88k 1.5k 57.63
2016-06-30 $82k 1.5k 53.70
2016-03-31 $79k 1.5k 51.74
2015-12-31 $86k 1.6k 52.34
2015-09-30 $61k 1.2k 50.92
2015-06-30 $69k 1.2k 57.60
2015-03-31 $68k 1.2k 56.76
2014-12-31 $84k 1.5k 55.96
2014-09-30 $82k 1.5k 54.63
2014-06-30 $110k 2.0k 54.73
2014-03-31 $108k 2.0k 53.73
2013-12-31 $109k 2.1k 52.56
2013-09-30 $108k 2.2k 48.28
2013-06-30 $98k 2.2k 43.81
2013-03-31 $96k 2.2k 42.91

More positions owned by Capital Directions Investment Advisory

SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Russell 2000 Index (IWM)
SPDR DJ Wilshire Small Cap Growth (SLYG)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares S&P MidCap 400 Growth (IJK)
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 3000 Index (IWV)
iShares Russell 2000 Value Index (IWN)
Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Growth Index (IWO)
Ishares Inc core msci emkt (IEMG)

View all positions for Capital Directions Investment Advisory

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF