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Schwab U S Small Cap ETF shares owned by Essential Partners

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

Historical chart of Essential 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 Essential 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 Essential Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 34k 29.08
2025-12-31 $944k 33k 28.48
2025-09-30 $852k 31k 27.90
2025-06-30 $697k 28k 25.30

More positions owned by Essential Partners

Sprott Gold Convert to Physical Cef (PHYS)
Comfort Sys Usa Stock (FIX)
Nvidia Corporation Stock (NVDA)
Schwab Fundamental Int'l Broad Etf (FNDF)
iShares S&P 500 Etf (IVV)
Schwab Fundamental U.S. Broad Etf (FNDB)
Vanguard Short-Term USTS Etf (VGSH)
General Mtrs Stock (GM)
Ge Aerospace Stock (GE)
Merck & Co Stock (MRK)
Technipfmc Stock (FTI)
Ge Vernova Stock (GEV)
Teradyne Stock (TER)
Incyte Corp Stock (INCY)
Pnc Finl Svcs Group Stock (PNC)

View all positions for Essential Partners

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Financial Engines Advisors L.L.C
Advisory Alpha
HPM Partners
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF