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Schwab U S Small Cap ETF shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates 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 Jim Saulnier & Associates 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 Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $252k 8.8k 28.48

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Morningstr Us Eq (ILCB)
Pgim Rock Etf Tr S&p 500 Buffer (PBNV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Jim Saulnier & Associates

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Creative Planning
Northwestern Mutual Wealth Management Company
RMG Wealth Management
Financial Engines Advisors L.L.C
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
CI Private Wealth
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers

View all funds holding Schwab U S Small Cap ETF