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Schwab U S Small Cap ETF shares owned by Clear Point Advisors

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

Historical chart of Clear Point Advisors 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 Clear Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $871k 18k 47.45
2024-03-31 $904k 18k 49.24
2023-12-31 $884k 19k 47.15

More positions owned by Clear Point Advisors

Schwab Us Large Cap Growth Etf Uie (SCHG)
Doubleline Shiller Cape Us Equts Etf Uie (CAPE)
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Schwab Us Broad Market Etf Uie (SCHB)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
Spdr S&p 500 Etf Uie (SPY)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p Midcap 400 Etf Uie (MDY)
Apple (AAPL)
First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Wisdomtree Floating Ratetreasry Etf Uie (USFR)
Ft Vest Us Equity Bufferetf Uie (FMAY)
Graniteshares Gold Etf Uie (BAR)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)

View all positions for Clear Point Advisors

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Management
Bank of America Corporation
Empower Advisory Group
Goldman Sachs Group
Creative Planning
Strategic Financial Concepts
Envestnet Asset Management
Advisory Alpha
HPM Partners
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
LPL Financial

View all funds holding Schwab U S Small Cap ETF