Dowling & Yahnke, LLC" »

Schwab U S Small Cap ETF shares owned by Dowling & Yahnke, LLC"

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Dowling & Yahnke, LLC" from 13F filings

Historical chart of Dowling & Yahnke, LLC" 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 Dowling & Yahnke, LLC" 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 Dowling & Yahnke, LLC"

Quarter filed Position value Share count Share price at filing
2022-09-30 $214k 5.7k 37.86
2022-06-30 $226k 5.8k 39.03
2022-03-31 $268k 5.7k 47.42

More positions owned by Dowling & Yahnke, LLC"

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Reliance Steel & Aluminum (RS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Dowling & Yahnke, LLC"

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