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Schwab U S Small Cap ETF shares owned by Aspen Grove Capital

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Aspen Grove Capital from 13F filings

Historical chart of Aspen Grove Capital 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 Aspen Grove Capital 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 Aspen Grove Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 32k 47.24
2023-09-30 $1.3M 32k 41.42
2023-06-30 $1.1M 26k 43.80

More positions owned by Aspen Grove Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Valley National Ban (VLY)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
International Business Machines (IBM)
Spdr Ser Tr S&p Divid Etf (SDY)
Lululemon Athletica (LULU)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Msci Mexico Etf (EWW)
Microsoft Corporation (MSFT)

View all positions for Aspen Grove Capital

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF