Leeward Financial Partners »

Schwab U S Small Cap ETF shares owned by Leeward Financial Partners

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

Historical chart of Leeward Financial Partners 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 Leeward Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Leeward Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $420k 8.5k 49.24
2023-12-31 $460k 9.7k 47.24

More positions owned by Leeward Financial Partners

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Large Cap Etf (VV)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Eaton Corp SHS (ETN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Leeward Financial Partners

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF