Cetera Investment Advisers »

Schwab U S Small Cap ETF shares owned by Cetera Investment Advisers

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

Historical chart of Cetera Investment Advisers 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 Cetera Investment Advisers 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 Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $32M 1.1M 27.90
2025-06-30 $25M 998k 25.30
2025-03-31 $21M 915k 23.43
2024-12-31 $21M 808k 25.86
2024-09-30 $20M 391k 51.50
2024-06-30 $18M 379k 47.45
2024-03-31 $18M 365k 49.24
2023-09-30 $2.6M 64k 41.42
2023-06-30 $2.7M 63k 43.80
2023-03-31 $2.8M 67k 41.93
2022-12-31 $2.9M 72k 40.51
2022-09-30 $2.3M 60k 37.79
2022-06-30 $3.7M 94k 38.99
2022-03-31 $3.7M 78k 47.36
2021-12-31 $4.0M 39k 102.41
2021-09-30 $4.1M 41k 100.10
2021-06-30 $4.5M 43k 104.17
2021-03-31 $3.7M 37k 99.68
2020-12-31 $4.3M 49k 88.99
2020-09-30 $433k 6.3k 68.28
2020-06-30 $402k 6.2k 65.37
2020-03-31 $311k 6.0k 51.51
2019-12-31 $330k 4.4k 75.46
2019-09-30 $306k 4.4k 69.53
2019-06-30 $1.1M 16k 71.61
2019-03-31 $1.1M 15k 69.80
2018-12-31 $1.3M 22k 60.41
2018-09-30 $1.4M 19k 76.09
2018-06-30 $1.1M 15k 73.50
2018-03-31 $976k 14k 69.22
2017-12-31 $961k 14k 69.55
2017-09-30 $946k 14k 67.29
2017-06-30 $230k 3.6k 63.61
2017-03-31 $1.8M 29k 62.95
2016-09-30 $572k 10k 57.46

More positions owned by Cetera Investment Advisers

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Cetera Investment Advisers

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF