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Schwab U S Small Cap ETF shares owned by Advyzon Investment Management

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

Historical chart of Advyzon Investment 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 Advyzon Investment 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 Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $338k 12k 27.90
2025-06-30 $215k 8.5k 25.30

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Microsoft Corporation (MSFT)
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Apple (AAPL)
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Select Sector Spdr Tr Technology (XLK)
Ea Series Trust Strive Enhanced (BUXX)

View all positions for Advyzon Investment Management

Top funds holding Schwab U S Small Cap ETF

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Financial Engines Advisors L.L.C
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UBS Group
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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