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Schwab U S Small Cap ETF shares owned by JM2 Capital

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by JM2 Capital from 13F filings

Historical chart of JM2 Capital 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 JM2 Capital 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 JM2 Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 53k 28.48

More positions owned by JM2 Capital

NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)

View all positions for JM2 Capital

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