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Schwab U S Small Cap ETF shares owned by BXM Wealth

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

Historical chart of BXM 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 BXM 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 BXM Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $223k 6.2k 36.13

More positions owned by BXM Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Tidal Trust I Fund Gran Us Etf (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Proshares Tr Ultrapro Qqq (TQQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Index Fds Growth Etf (VUG)
Tidal Trust Iii Fund Gra Mid Etf (GRNJ)
JPMorgan Chase & Co. (JPM)

View all positions for BXM Wealth

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