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Schwab U S Small Cap ETF shares owned by Beacon Advisors Holdings

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

Historical chart of Beacon Advisors Holdings 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 Beacon Advisors Holdings 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 Beacon Advisors Holdings

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 49k 28.48

More positions owned by Beacon Advisors Holdings

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Beacon Advisors Holdings

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