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Schwab U S Small Cap ETF shares owned by Allium Financial Advisors

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

Historical chart of Allium Financial Advisors 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 Allium Financial Advisors 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 Allium Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $307k 11k 28.48
2025-09-30 $300k 11k 27.90
2025-06-30 $271k 11k 25.30
2025-03-31 $250k 11k 23.43

More positions owned by Allium Financial Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core S&p500 Etf (IVV)
Runway Growth Finance Corp (RWAY)
Costco Wholesale Corporation (COST)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Dynamic Income SHS (PDI)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Allium Financial Advisors

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Creative Planning
Northwestern Mutual Wealth Management Company
RMG Wealth Management
Financial Engines Advisors L.L.C
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
Valpey Financial Services
CI Private Wealth
Mariner Wealth Advisors
LPL Financial
Steele Capital Management

View all funds holding Schwab U S Small Cap ETF