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Schwab U S Small Cap ETF shares owned by First Foundation Advisors

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

Historical chart of First Foundation 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 First Foundation 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 First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $202k 4.3k 47.24
2022-03-31 $204k 4.3k 47.45
2021-12-31 $322k 3.1k 102.25
2021-09-30 $207k 2.1k 99.95
2021-06-30 $231k 2.2k 104.34

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
United Parcel Service CL B (UPS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Philip Morris International (PM)

View all positions for First Foundation Advisors

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF