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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
2026-03-31 $46k 1.6k 29.08
2025-12-31 $94k 3.3k 28.49

More positions owned by Basepoint Wealth

Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
Sprott Asset Management Lp Physical Silver Cef (PSLV)
Akre Focus Etf Etf (AKRE)
Deere & Co Stock (DE)
State Street Utilities Select Sector Spdr Etf Etf (XLU)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Adam Nat Res Cef (PEO)
Apple Stock (AAPL)
Ingredion Stock (INGR)
Nvidia Corporation Stock (NVDA)
General Dynamics Corp Stock (GD)
Tapestry Stock (TPR)
Pepsico Stock (PEP)
Microsoft Corp Stock (MSFT)
Verizon Communications Stock (VZ)

View all positions for Basepoint Wealth

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