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Schwab U S Small Cap ETF shares owned by Intellus Advisors

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

Historical chart of Intellus 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 Intellus 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 Intellus Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 48k 27.90
2025-06-30 $1.2M 48k 25.30
2025-03-31 $1.1M 47k 23.43

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American Century Quality Diversified International Etf Quality Divrsfed (QINT)
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Apple (AAPL)
Wheaton Precious Metals Corp (WPM)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Franco-Nevada Corporation (FNV)
JPMorgan Chase & Co. (JPM)

View all positions for Intellus 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