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Schwab U S Small Cap ETF shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2024-06-30 $204k 4.3k 47.45
2024-03-31 $211k 4.3k 49.24
2023-12-31 $205k 4.3k 47.24

More positions owned by Consolidated Portfolio Review Corp

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard World Health Car Etf (VHT)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Consum Stp Etf (VDC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Consolidated Portfolio Review Corp

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF