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Schwab U S Small Cap ETF shares owned by Paragon Wealth Strategies

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

Historical chart of Paragon Wealth Strategies 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 Paragon Wealth Strategies 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 Paragon Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $258k 5.5k 47.24
2023-09-30 $210k 5.1k 41.42
2023-06-30 $205k 4.7k 43.80

More positions owned by Paragon Wealth Strategies

Vanguard S&p 500 Etf Etf (VOO)
Dimensional International Value Etf Etf (DFIV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Ishares Russell 1000 Growth Etf Etf (IWF)
Powershares Qqq Tr Etf (QQQ)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Neos Etf Trust Etf (CSHI)
Ishares Investment Grade Bond Factor Etf Etf (IGEB)
Ishares 20 Yr Treasury Etf Etf (TLT)
Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Stock (MSFT)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)

View all positions for Paragon Wealth Strategies

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