Carlsbad Wealth Advisory Group »

Schwab U S Small Cap ETF shares owned by Carlsbad Wealth Advisory Group

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

Historical chart of Carlsbad Wealth Advisory Group 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 Carlsbad Wealth Advisory Group 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 Carlsbad Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $6.3M 145k 43.80

More positions owned by Carlsbad Wealth Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Home Depot (HD)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Reit Etf (SCHH)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Carlsbad Wealth Advisory Group

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Advisory Alpha
Mercer Global Advisors
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Aurum Wealth Management Group
Envestnet Asset Management
UBS Group
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Mariner Wealth Advisors

View all funds holding Schwab U S Small Cap ETF