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Schwab U S Small Cap ETF shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.9k 173 51.50
2023-06-30 $4.3k 102 42.05
2023-03-31 $4.3k 102 42.07

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View all positions for GoalVest Advisory

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF