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Schwab U S Small Cap ETF shares owned by Angeles Wealth Management

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

Historical chart of Angeles Wealth 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 Angeles Wealth 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 Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $17k 610 28.47
2025-09-30 $17k 610 27.89
2025-06-30 $15k 610 25.29

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Msci Japan Etf (EWJ)
Spdr Series Trust State Street Spd (SJNK)

View all positions for Angeles Wealth Management

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