Clearview Wealth Management »

Schwab U S Small Cap ETF shares owned by Clearview Wealth Management

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

Historical chart of Clearview Wealth Management 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 Clearview Wealth Management 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 Clearview Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 60k 29.08

More positions owned by Clearview Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ea Series Trust Cambria Us Equal (USEW)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Short Durtn Strg (SDSI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Clearview Wealth Management

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Financial Engines Advisors L.L.C
Advisory Alpha
HPM Partners
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF