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Schwab U S Small Cap ETF shares owned by Core Wealth Partners

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

Historical chart of Core Wealth Partners 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 Core Wealth Partners 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 Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $269k 5.2k 51.50

More positions owned by Core Wealth Partners

Apple (AAPL)
Rockwell Automation (ROK)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Skyworks Solutions (SWKS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ametek (AME)
NVIDIA Corporation (NVDA)
Ishares Tr Short Treas Bd (SHV)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

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