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Schwab U S Small Cap ETF shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial 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 Evernest Financial Advisors 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 Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $569k 11k 51.50
2024-06-30 $379k 8.0k 47.45
2024-03-31 $367k 8.1k 45.44
2023-12-31 $616k 13k 47.24

More positions owned by Evernest Financial Advisors

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Casey's General Stores (CASY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Fidelity Covington Trust Fundamental Smal (FFSM)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Evernest Financial 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