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Schwab U S Small Cap ETF shares owned by Asset One Wealth Management

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

Historical chart of Asset One 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 Asset One 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 Asset One Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $709k 22k 32.12

More positions owned by Asset One Wealth Management

Microsoft Corporation (MSFT)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Apple (AAPL)
Spdr Series Trust State Street Spd (BILS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Sprott Etf Trust Gold Miners Etf (SGDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Sprott Asset Management Physical Silver (PSLV)
Amazon (AMZN)
Sprott Asset Management Physical Gold Tr (PHYS)
Global X Fds Global X Silver (SIL)

View all positions for Asset One Wealth Management

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Financial Engines Advisors L.L.C
Advisory Alpha
HPM Partners
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF