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Schwab U S Small Cap ETF shares owned by Fairway Financial

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

Historical chart of Fairway Financial 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 Fairway Financial 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 Fairway Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $437k 16k 27.90
2025-06-30 $358k 14k 25.30
2025-03-31 $317k 14k 23.43
2024-12-31 $301k 12k 25.86

More positions owned by Fairway Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

View all positions for Fairway Financial

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF