Toroso Investments »

Schwab U S Small Cap ETF shares owned by Toroso Investments

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

Historical chart of Toroso Investments 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 Toroso Investments 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 Toroso Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 313k 47.24
2022-03-31 $34M 719k 47.36
2021-09-30 $52M 521k 100.10
2021-06-30 $70M 670k 104.18
2021-03-31 $85M 848k 99.67
2020-12-31 $75M 845k 89.00

More positions owned by Toroso Investments

Coinbase Global Com Cl A Call Option (COIN)
Microsoft Corporation Call Option (MSFT)
Apple Call Option (AAPL)
Tesla Motors Call Option (TSLA)
Advanced Micro Devices Call Option (AMD)
NVIDIA Corporation Call Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Block Cl A Call Option (SQ)
Paypal Holdings Call Option (PYPL)
Amazon Call Option (AMZN)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Vanguard Index Fds Total Stk Mkt (VTI)
World Gold Tr Spdr Gld Minis (GLDM)
Ark Etf Tr Innovation Etf Call Option (ARKK)

View all positions for Toroso Investments

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