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Schwab U S Small Cap ETF shares owned by Bluestem Financial Advisors

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

Historical chart of Bluestem Financial Advisors 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 Bluestem Financial Advisors 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 Bluestem Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $503k 9.8k 51.50
2024-06-30 $464k 9.8k 47.45
2024-03-31 $505k 10k 49.24
2023-12-31 $476k 10k 47.24

More positions owned by Bluestem Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Esg Msci Leadr (SUSL)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Esg Aware Msci (ESML)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard World Esg Intl Stk Etf (VSGX)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Bluestem Financial Advisors

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Advisory Alpha
Mercer Global Advisors
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Aurum Wealth Management Group
Envestnet Asset Management
UBS Group
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Mariner Wealth Advisors

View all funds holding Schwab U S Small Cap ETF