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Schwab U S Small Cap ETF shares owned by Green Ridge Wealth Planning

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Green Ridge Wealth Planning from 13F filings

Historical chart of Green Ridge Wealth Planning 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 Green Ridge Wealth Planning 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 Green Ridge Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.0M 110k 36.13

More positions owned by Green Ridge Wealth Planning

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Global 100 Etf (IOO)
Ishares Tr Core Msci Intl (IDEV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl A (GOOGL)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Ishares Tr Ishares Semicdtr (SOXX)
NVIDIA Corporation Put Option (NVDA)
Global X Fds Artificial Etf (AIQ)

View all positions for Green Ridge Wealth Planning

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Financial Engines Advisors L.L.C
Advisory Alpha
HPM Partners
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF