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Schwab U S Small Cap ETF shares owned by EnRich Financial Partners

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

Historical chart of EnRich Financial Partners 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 EnRich Financial Partners 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 EnRich Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $82k 1.6k 51.50
2024-06-30 $75k 1.6k 47.45
2024-03-31 $75k 1.5k 49.24

More positions owned by EnRich Financial Partners

Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for EnRich Financial Partners

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