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Schwab U S Small Cap ETF shares owned by Dodds Wealth

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

Historical chart of Dodds 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 Dodds 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 Dodds Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 235k 25.35
2024-06-30 $5.4M 115k 46.99
2024-03-31 $5.4M 110k 49.24
2023-12-31 $4.3M 91k 47.24

More positions owned by Dodds Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Select Sector Spdr Tr Technology (XLK)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Dodds 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