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Schwab U S Small Cap ETF shares owned by Colton Groome Financial Advisors

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

Historical chart of Colton Groome Financial 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 Colton Groome Financial 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 Colton Groome Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 8.3k 27.90
2025-06-30 $210k 8.3k 25.30
2021-03-31 $239k 2.4k 99.83

More positions owned by Colton Groome Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Goldman Sachs Physical Gold Unit (AAAU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Microsoft Corporation (MSFT)
Ishares Tr Gov/cred Bd Etf (GBF)
Apple (AAPL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Technology (XLK)
Broadcom (AVGO)

View all positions for Colton Groome Financial Advisors

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