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Schwab U S Small Cap ETF shares owned by BIP Wealth

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

Historical chart of BIP 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 BIP 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $452k 9.6k 47.24
2023-09-30 $396k 9.6k 41.42
2023-06-30 $476k 11k 43.80
2023-03-31 $467k 11k 41.93

More positions owned by BIP Wealth

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Spdr S&p 500 Etf Etf (SPY)
Ishares Treasury Floating Rate B Etf Etf (TFLO)
Vanguard Index Fds Total Stk Mkt Etf Etf (VTI)
Ishares Msci Eafe Etf Etf (EFA)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Intl Equity Index Fds Tt Wrld St Etf Etf (VT)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Vanguard Index Fds Vanguard Value Etf Etf (VTV)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Russell 2000 Etf Etf (IWM)
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST)
Spdr Portfolio S P 1500 Cmpst St Etf Etf (SPTM)
Ishares Msci Emerging Markets Etf Etf (EEM)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for BIP Wealth

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
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF