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Schwab U S Small Cap ETF shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $304k 8.4k 36.13
2024-12-31 $264k 10k 25.86
2024-09-30 $328k 6.4k 51.50

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Dell Technologies CL C (DELL)
Seagate Technology Hldngs Pl Ord Shs (STX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Mbs Etf (MBB)
Ishares Gold Tr Ishares New (IAU)
Corning Incorporated (GLW)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Hewlett Packard Enterprise (HPE)
Jabil Circuit (JBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Lifeworks Advisors

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Creative Planning
UBS Group
Financial Engines Advisors L.L.C
HPM Partners
Advisory Alpha
Mariner Wealth Advisors
Savant Capital Management
Wealth Enhancement Advisory Services
LPL Financial
Steele Capital Management
Jones Financial Companies, L.L

View all funds holding Schwab U S Small Cap ETF