CAP Partners »

Schwab U S Small Cap ETF shares owned by CAP Partners

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

Historical chart of CAP Partners 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 CAP Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by CAP Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $772k 16k 49.24
2023-12-31 $731k 16k 47.24

More positions owned by CAP Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
American Centy Etf Tr Avantis Us Small (AVSC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Apple (AAPL)
Amazon (AMZN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Microsoft Corporation (MSFT)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for CAP Partners

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
Sei Investments
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF