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Schwab U S Small Cap ETF shares owned by Investment Research Partners

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

Historical chart of Investment Research Partners 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 Investment Research Partners 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 Investment Research Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $348k 12k 28.15

More positions owned by Investment Research Partners

NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Ishares Tr National Mun Etf (MUB)
Unified Ser Tr Oneascent Intl (OAIM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Investment Research Partners

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