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Schwab U S Small Cap ETF shares owned by Investment Security Group

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

Historical chart of Investment Security Group 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 Security Group 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 Security Group

Quarter filed Position value Share count Share price at filing
2021-09-30 $2.2M 22k 100.09
2021-06-30 $2.4M 23k 104.20
2021-03-31 $2.3M 23k 99.69
2020-12-31 $2.1M 24k 88.99
2020-09-30 $1.8M 25k 69.80
2020-06-30 $1.7M 26k 65.34
2020-03-31 $1.4M 27k 51.52
2019-12-31 $1.9M 25k 75.62
2019-09-30 $1.8M 25k 72.56
2019-06-30 $1.9M 26k 71.72
2019-03-31 $1.9M 27k 69.92

More positions owned by Investment Security Group

Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)
Schwab U.s. Small-cap Etf Etf (SCHA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Apple Stock (AAPL)
Invesco S&p Midcap Low Volatility Etf Etf (XMLV)
Innovator U.s. Equity Buffer Etf - February Etf (BFEB)
Innovator Triple Stacker Etf - January Etf
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
At&t Stock (T)
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)

View all positions for Investment Security Group

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Advisory Alpha
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Aurum Wealth Management Group
Envestnet Asset Management
UBS Group
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Moneta Group Investment Advisors

View all funds holding Schwab U S Small Cap ETF