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Schwab U S Small Cap ETF shares owned by Accredited Investors

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

Historical chart of Accredited Investors 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 Accredited Investors 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 Accredited Investors

Quarter filed Position value Share count Share price at filing
2025-03-31 $211k 9.0k 23.43

More positions owned by Accredited Investors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 2000 Etf (IWM)
United Parcel Service CL B (UPS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Msci Eafe Etf (EFA)
Roblox Corp Cl A (RBLX)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)

View all positions for Accredited Investors

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF