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Schwab U S Small Cap ETF shares owned by Grantvest Financial Group

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

Historical chart of Grantvest Financial Group 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 Grantvest Financial Group 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 Grantvest Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 37k 27.90
2025-06-30 $894k 35k 25.30
2025-03-31 $774k 33k 23.43
2024-12-31 $961k 37k 25.86

More positions owned by Grantvest Financial Group

Blackrock Etf Trust Ii Ishares Flexible (BINC)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Ea Series Trust Strive Enhanced (BUXX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard World Mega Cap Val Etf (MGV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Neos Etf Trust Nasdaq 100 High (QQQI)
Calamos Etf Tr S&p 500 Structur (CPSJ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Large Cap Max Bu (DMAX)
Calamos Etf Tr S&p 500 Structrd (CPSA)

View all positions for Grantvest Financial Group

Top funds holding Schwab U S Small Cap ETF

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

View all funds holding Schwab U S Small Cap ETF