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Schwab U S Small Cap ETF shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners 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 Curated Wealth Partners 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 Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $345k 7.0k 49.24

More positions owned by Curated Wealth Partners

Apollo Global Mgmt Put Option (APO)
Ares Management Corporation cl a com stk Put Option (ARES)
Spdr S&p 500 Etf Uie Put Option (SPY)
Vanguard S&p 500 Etf Uie Put Option (VOO)
Terex Corporation Put Option (TEX)
Apple Put Option (AAPL)
Microsoft Corporation Put Option (MSFT)
Rayliant Quntml Emg Mt Uie Put Option (RAYE)
Snap Inc cl a Put Option (SNAP)
Dimensional Intern Core Uie Put Option (DFAI)
Ishares Core S&p 500 Uie Put Option (IVV)
Amazon Put Option (AMZN)
Berry Plastics Put Option (BERY)
NVIDIA Corporation Put Option (NVDA)
Ares Capital Corporation Put Option (ARCC)

View all positions for Curated Wealth Partners

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Empower Advisory Group
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
Envestnet Asset Management
Advisory Alpha
HPM Partners
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF