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Schwab U S Small Cap ETF shares owned by Family Legacy Financial Solutions

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

Historical chart of Family Legacy Financial Solutions 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 Family Legacy Financial Solutions 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 Family Legacy Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.9M 208k 28.48
2025-09-30 $6.0M 216k 27.90
2025-06-30 $4.8M 190k 25.30

More positions owned by Family Legacy Financial Solutions

Schwab U.s. Large-cap Etf Etf (SCHX)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Advanced Micro Devices (AMD)
Eli Lilly & Co. (LLY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
PerkinElmer (RVTY)
Schwab U.s. Small-cap Etf Etf (SCHA)
Danaher Corporation (DHR)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Stryker Corporation (SYK)
Schwab International Equity Etf Etf (SCHF)
NVIDIA Corporation (NVDA)
Palo Alto Networks (PANW)
Waste Management (WM)
Innovator Equity Defined Protection Etf - 1 Yr April Etf (ZAPR)

View all positions for Family Legacy Financial Solutions

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
RMG Wealth Management
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

View all funds holding Schwab U S Small Cap ETF