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Schwab U S Small Cap ETF shares owned by Arnold Financial Planning

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

Historical chart of Arnold Financial Planning 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 Arnold Financial Planning 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 Arnold Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.8M 238k 28.48

More positions owned by Arnold Financial Planning

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SLYV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)

View all positions for Arnold Financial Planning

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