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Schwab U S Small Cap ETF shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $124k 4.2k 29.08

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Janus Henderson Aaa Clo Etf Uie (JAAA)
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Apple (AAPL)
Vanguard S&p 500 Etf Uie (VOO)
Invesco S&p 500 Top 50 Etf Uie (XLG)
Ishares Core S&p 500 Etf Uie (IVV)
Facebook Inc cl a (META)
Jpmorgan International Value Etf Uie (JIVE)
Jpmorgan Active Growth Etf Uie (JGRO)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
Wisdomtree U.s. Quality Dividend Growth Fund Uie (DGRW)
State Street Spdr S&p 500 Etf Trust Uie (SPY)
Ishares S&p 500 Growth Etf Uie (IVW)

View all positions for Comprehensive Financial Planning

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