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Schwab U S Small Cap ETF shares owned by Boyum Wealth Architects

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

Historical chart of Boyum Wealth Architects 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 Boyum Wealth Architects 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 Boyum Wealth Architects

Quarter filed Position value Share count Share price at filing
2025-09-30 $436k 16k 27.90
2025-06-30 $395k 16k 25.30

More positions owned by Boyum Wealth Architects

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Pgim Etf Tr Total Return Bon (PTRB)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Strategic Trust Running Gwth Etf (RUNN)
Blackrock Etf Trust Ishares Us Equit (DYNF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
RBB Us Treas 3 Mnth (TBIL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F High Yield Muni (JMHI)

View all positions for Boyum Wealth Architects

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF