Custom Portfolio Group »

Schwab U S Small Cap ETF shares owned by Custom Portfolio Group

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

Historical chart of Custom Portfolio Group 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 Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.9k 140 42.17
2024-03-31 $6.1k 140 43.61
2023-12-31 $5.9k 140 41.84

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Management
Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
Strategic Financial Concepts
Envestnet Asset Management
Advisory Alpha
HPM Partners
Advisor Group Holdings
UBS Group
Northwestern Mutual Wealth Management Company
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF