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Schwab U S Small Cap ETF shares owned by JPL Wealth Management

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

Historical chart of JPL Wealth Management 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 JPL Wealth Management 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 JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 65k 49.24
2023-12-31 $2.5M 53k 47.24

More positions owned by JPL Wealth Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Costco Wholesale Corporation (COST)
Caterpillar (CAT)
Wisdomtree Tr Us Smallcap Divd (DES)
Abbvie (ABBV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Management Corporation Cl A Com Stk (ARES)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for JPL Wealth Management

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
Sei Investments
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF