Enclave Advisors »

Schwab U S Small Cap ETF shares owned by Enclave Advisors

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

Historical chart of Enclave 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 Enclave Advisors 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 Enclave Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 26k 51.50

More positions owned by Enclave Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Energy (XLE)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Exxon Mobil Corporation (XOM)
Alps Etf Tr Alerian Mlp (AMLP)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Aerospace Def (XAR)

View all positions for Enclave Advisors

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