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Schwab U S Small Cap ETF shares owned by Guardian Wealth Advisors

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

Historical chart of Guardian Wealth Advisors 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 Guardian Wealth Advisors 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 Guardian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $201k 7.2k 27.90
2021-03-31 $120k 1.2k 99.83

More positions owned by Guardian Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Grwt Etf (IVW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 500 Val Etf (IVE)
C H Robinson Worldwide Com New (CHRW)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Ultra Short Dur (ICSH)
Ishares U S Etf Tr Short Duration B (NEAR)

View all positions for Guardian Wealth Advisors

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