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Schwab U S Small Cap ETF shares owned by Eaton Financial Holdings Company

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Eaton Financial Holdings Company from 13F filings

Historical chart of Eaton Financial Holdings Company 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 Eaton Financial Holdings Company 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 Eaton Financial Holdings Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $553k 20k 27.90

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)

View all positions for Eaton Financial Holdings Company

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
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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