Elser Financial Planning »

Schwab U S Small Cap ETF shares owned by Elser Financial Planning

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

Historical chart of Elser Financial Planning 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 Elser Financial Planning 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 Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 64k 51.50
2024-06-30 $3.0M 63k 47.45

More positions owned by Elser Financial Planning

Eli Lilly & Co. (LLY)
Apple (AAPL)
Brown & Brown (BRO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us Equity Market (DFUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Vanguard Specialized Funds Div App Etf (VIG)
Johnson & Johnson (JNJ)

View all positions for Elser Financial Planning

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Management
Bank of America Corporation
Empower Advisory Group
Goldman Sachs Group
International Assets Investment Management
Creative Planning
Strategic Financial Concepts
Envestnet Asset Management
Advisory Alpha
HPM Partners
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF