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Schwab U S Small Cap ETF shares owned by Cooksen Wealth

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

Historical chart of Cooksen Wealth 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 Cooksen Wealth 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 Cooksen Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $617k 13k 47.45
2024-03-31 $658k 13k 49.24
2023-12-31 $640k 14k 47.24

More positions owned by Cooksen Wealth

Ishares Tr Rus 1000 Grw Etf (IWF)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Value Etf (VTV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Financial (XLF)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Select Sector Spdr Tr Communication (XLC)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Select Sector Spdr Tr Indl (XLI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cooksen Wealth

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