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Schwab U S Small Cap ETF shares owned by BOS Asset Management

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

Historical chart of BOS Asset Management 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 BOS Asset Management 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 BOS Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $259k 5.5k 47.24

More positions owned by BOS Asset Management

Ab Active Etfs Ultra Short Incm (YEAR)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Eli Lilly & Co. (LLY)
Us Bancorp Del Com New (USB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Energy (XLE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Vanguard World Fds Utilities Etf (VPU)

View all positions for BOS Asset Management

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