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Schwab U S Small Cap ETF shares owned by Arq Wealth Advisors

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

Historical chart of Arq Wealth 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 Arq Wealth 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 Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $201k 8.6k 23.43
2025-03-31 $201k 8.6k 23.43
2024-12-31 $214k 8.3k 25.86
2024-09-30 $233k 4.6k 51.12

More positions owned by Arq Wealth Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Msci Usa Quality (GARP)
Vanguard World Mega Cap Val Etf (MGV)
J P Morgan Exchange Traded F Us Momentum (JMOM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Global X Fds Adaptive Us (AUSF)
Dbx Etf Tr Xtrack Msci All (DBAW)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Arq Wealth Advisors

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
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