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Schwab U S Small Cap ETF shares owned by FF Advisors

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

Historical chart of FF 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 FF 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 FF Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 135k 27.14
2024-09-30 $3.7M 144k 25.99
2024-06-30 $3.4M 71k 47.45
2024-03-31 $3.5M 71k 49.24
2023-12-31 $3.2M 69k 47.24

More positions owned by FF Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Vanguard Index Fds Growth Etf (VUG)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Ishares Tr Ibonds 2026 Term (IBHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for FF Advisors

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
UBS Group
Northwestern Mutual Wealth Management Company
Mariner Wealth Advisors
Goldman Sachs Group
Wealth Enhancement Advisory Services
HighTower Advisors
LPL Financial
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF