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Schwab U S Small Cap ETF shares owned by Peninsula Wealth

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

Historical chart of Peninsula Wealth 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 Peninsula Wealth 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 Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 214k 49.24

More positions owned by Peninsula Wealth

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Peninsula Wealth

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