Financial Solutions Advisory Group »

Schwab U S Small Cap ETF shares owned by Financial Solutions Advisory Group

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

Historical chart of Financial Solutions Advisory 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 Financial Solutions Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Financial Solutions Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 66k 29.08

More positions owned by Financial Solutions Advisory Group

Spdr Series Trust State Street Spd (SPTS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr State Street Tec (XLK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Broadcom (AVGO)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Financial Solutions Advisory Group

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Financial Engines Advisors L.L.C
Advisory Alpha
HPM Partners
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF