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Schwab U S Small Cap ETF shares owned by Allie Family Office

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

Historical chart of Allie Family Office 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 Allie Family Office 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 Allie Family Office

Quarter filed Position value Share count Share price at filing
2026-06-30 $234k 6.5k 36.13

More positions owned by Allie Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr U.s. Real Es Etf (IYR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Allie Family Office

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Creative Planning
UBS Group
Financial Engines Advisors L.L.C
HPM Partners
Advisory Alpha
Mariner Wealth Advisors
Savant Capital Management
Wealth Enhancement Advisory Services
LPL Financial
Steele Capital Management
Jones Financial Companies, L.L

View all funds holding Schwab U S Small Cap ETF