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Schwab U S Small Cap ETF shares owned by Fairman Group

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

Historical chart of Fairman 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 Fairman 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 Fairman Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $77k 3.0k 25.86
2024-09-30 $77k 1.5k 51.51
2024-06-30 $71k 1.5k 47.61
2024-03-31 $73k 1.5k 49.24
2023-12-31 $70k 1.5k 47.24

More positions owned by Fairman Group

Accenture Plc Ireland Shs Class A (ACN)
Ishares Tr Core S&p500 Etf (IVV)
Accolade (ACCD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Veeva Sys Cl A Com (VEEV)
Essent (ESNT)
W.R. Berkley Corporation (WRB)
Ishares Tr Core S&p Mcp Etf (IJH)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Eafe Etf (EFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fairman Group

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Envestnet Asset Management
Financial Engines Advisors L.L.C
HPM Partners
Creative Planning
Advisory Alpha
UBS Group
Northwestern Mutual Wealth Management Company
Mariner Wealth Advisors
Goldman Sachs Group
HighTower Advisors
LPL Financial
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF