Golden State Equity Partners »

Schwab U S Small Cap ETF shares owned by Golden State Equity Partners

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

Historical chart of Golden State Equity 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 Golden State Equity Partners 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 Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $12k 336 36.13
2026-03-31 $185k 6.4k 29.08
2024-09-30 $565 11 51.45

More positions owned by Golden State Equity Partners

Invesco Qqq Tr Uit Exchange Traded (QQQ)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Ishares 20 Year Uit Exchange Traded (TLTW)
Ishares 0-3 Month Uit Exchange Traded (SGOV)
Janus Henderson Aaa Clo Uit Exchange Traded (JAAA)
Ishares Russell Mid-cap Uit Exchange Traded (IWP)
Vanguard Short-term Uit Exchange Traded (VGSH)
Vanguard Small-cap Uit Exchange Traded (VBK)
Vanguard Ftse All-world Uit Exchange Traded (VEU)
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)
Ishares Gold Trust Uit Exchange Traded (IAU)
Ishares Floating Rate Uit Exchange Traded (FLOT)
Vanguard Uit Exchange Traded (BIV)
Ishares Broad Usd High Uit Exchange Traded (USHY)
State Street Blackstone Uit Exchange Traded (SRLN)

View all positions for Golden State Equity Partners

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Creative Planning
UBS Group
Financial Engines Advisors L.L.C
HPM Partners
Advisory Alpha
Mariner Wealth Advisors
Savant Capital Management
Wealth Enhancement Advisory Services
LPL Financial
Steele Capital Management
Jones Financial Companies, L.L

View all funds holding Schwab U S Small Cap ETF