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Schwab U S Small Cap ETF shares owned by CWC Advisors

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

Historical chart of CWC Advisors 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 CWC Advisors 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 CWC Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $548k 20k 27.90
2025-06-30 $497k 20k 25.30
2025-03-31 $461k 20k 23.43
2024-12-31 $510k 20k 25.86
2024-09-30 $504k 9.8k 51.50

More positions owned by CWC Advisors

Broadcom (AVGO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Vaneck Etf Trust Clo Etf (CLOI)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Extended Dur (EDV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Goldman Sachs (GS)
Blackstone Secd Lending Common Stock (BXSL)

View all positions for CWC Advisors

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF