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Schwab U S Small Cap ETF shares owned by Johnson Financial

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

Historical chart of Johnson Financial 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 Johnson Financial 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 Johnson Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $245k 8.6k 28.48
2022-09-30 $8.9M 235k 37.80
2022-06-30 $612k 16k 38.95
2021-12-31 $2.1M 20k 102.38
2018-12-31 $1.8M 29k 60.65

More positions owned by Johnson Financial

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)

View all positions for Johnson Financial

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
Valpey Financial Services
CI Private Wealth
Mariner Wealth Advisors
LPL Financial
Steele Capital Management

View all funds holding Schwab U S Small Cap ETF