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Schwab U S Small Cap ETF shares owned by Flatrock Wealth Partners

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

Historical chart of Flatrock Wealth Partners 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 Flatrock Wealth Partners 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 Flatrock Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $610k 21k 29.08

More positions owned by Flatrock Wealth Partners

Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Fundamental Intl (FNDF)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Caretrust Reit (CTRE)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (BIL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard World Energy Etf (VDE)
Ea Series Trust Alpha Architect (AAEQ)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Flatrock Wealth Partners

Top funds holding Schwab U S Small Cap ETF

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

View all funds holding Schwab U S Small Cap ETF