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Schwab U S Small Cap ETF shares owned by JPL Wealth Management

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

Historical chart of JPL Wealth Management 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 JPL Wealth Management 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 JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.5M 74k 47.45
2024-03-31 $3.2M 65k 49.24
2023-12-31 $2.5M 53k 47.24

More positions owned by JPL Wealth Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Mcp Etf (IJH)
Chevron Corporation (CVX)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Thomson Reuters Corp. (TRI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Caterpillar (CAT)

View all positions for JPL Wealth Management

Top funds holding Schwab U S Small Cap ETF

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

View all funds holding Schwab U S Small Cap ETF