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Schwab U S Small Cap ETF shares owned by Basepoint Wealth

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

Historical chart of Basepoint Wealth 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 Basepoint Wealth 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 Basepoint Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $94k 3.3k 28.49

More positions owned by Basepoint Wealth

Sprott Asset Management Lp Physical Silver Cef (PSLV)
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
Deere & Co Stock (DE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Adam Nat Res Cef (PEO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Tapestry Stock (TPR)
Ingredion Stock (INGR)
General Dynamics Corp Stock (GD)
Microsoft Corp Stock (MSFT)
Pepsico Stock (PEP)
Abbvie Stock (ABBV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Basepoint Wealth

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
CI Private Wealth
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers

View all funds holding Schwab U S Small Cap ETF