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Schwab U S Small Cap ETF shares owned by Gratus Capital

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

Historical chart of Gratus Capital 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 Gratus Capital 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 Gratus Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $350k 7.4k 47.24
2022-03-31 $282k 5.9k 47.43

More positions owned by Gratus Capital

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
NVIDIA Corporation (NVDA)
Vanguard World Fds Inf Tech Etf (VGT)
Tesla Motors (TSLA)
Coca-Cola Company (KO)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
JPMorgan Chase & Co. (JPM)

View all positions for Gratus Capital

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF