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Schwab U S Small Cap ETF shares owned by Everest Financial Group

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

Historical chart of Everest Financial Group 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 Everest Financial Group 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 Everest Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $282k 9.7k 29.08

More positions owned by Everest Financial Group

Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Servicenow (NOW)
Palo Alto Networks (PANW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Everest Financial Group

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