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Schwab U S Small Cap ETF shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial 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 Cascade Financial Partners 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 Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $272k 11k 25.80
2024-06-30 $251k 5.3k 47.45

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mariner Wealth Advisors
Moneta Group Investment Advisors
LPL Financial
Aurum Wealth Management Group
Savant Capital Management

View all funds holding Schwab U S Small Cap ETF