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Schwab U S Small Cap ETF shares owned by Clune & Associates

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Clune & Associates from 13F filings

Historical chart of Clune & Associates 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 Clune & Associates 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 Clune & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 10k 27.90
2025-06-30 $257k 10k 25.30
2025-03-31 $236k 10k 23.43
2024-12-31 $255k 9.9k 25.86

More positions owned by Clune & Associates

Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Clune & Associates

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