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Schwab U S Small Cap ETF shares owned by Brio Consultants

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

Historical chart of Brio Consultants 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 Brio Consultants 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 Brio Consultants

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 6.1k 36.13
2022-03-31 $239k 5.1k 47.32

More positions owned by Brio Consultants

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Total Return (GTO)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Spdr Series Trust State Stret Spdr (TIPX)
Ishares Tr Core Intl Aggr (IAGG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Us Infrastruc (IFRA)

View all positions for Brio Consultants

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Creative Planning
UBS Group
Financial Engines Advisors L.L.C
HPM Partners
Advisory Alpha
Mariner Wealth Advisors
Savant Capital Management
Wealth Enhancement Advisory Services
LPL Financial
Steele Capital Management
Jones Financial Companies, L.L

View all funds holding Schwab U S Small Cap ETF