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Schwab U S Small Cap ETF shares owned by Galvin, Gaustad & Stein

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Galvin, Gaustad & Stein from 13F filings

Historical chart of Galvin, Gaustad & Stein 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 Galvin, Gaustad & Stein 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 Galvin, Gaustad & Stein

Quarter filed Position value Share count Share price at filing
2025-12-31 $310k 11k 28.48
2025-09-30 $274k 9.8k 27.90
2025-06-30 $250k 9.9k 25.30

More positions owned by Galvin, Gaustad & Stein

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Hca Holdings (HCA)
Amazon (AMZN)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ge Aerospace Com New (GE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core Us Aggbd Et (AGG)
Mattel (MAT)
Apple (AAPL)
AutoZone (AZO)
American Express Company (AXP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Galvin, Gaustad & Stein

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
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
Valpey Financial Services
CI Private Wealth
Mariner Wealth Advisors
LPL Financial
Steele Capital Management

View all funds holding Schwab U S Small Cap ETF