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Schwab U S Small Cap ETF shares owned by Livelsberger Financial Advisory

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

Historical chart of Livelsberger Financial Advisory 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 Livelsberger Financial Advisory 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 Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-09-30 $13k 396 32.63
2023-12-31 $9.4k 198 47.24

More positions owned by Livelsberger Financial Advisory

Invesco Insured Municipal Income Trust (IIM)
BlackRock MuniHoldings Fund (MHD)
Abbvie (ABBV)
Gorman-Rupp Company (GRC)
Welltower Inc Com reit (WELL)
Pimco High Income Com Shs (PHK)
Apple (AAPL)
Dws Municipal Income Cf non-tax cef (KTF)
Select Sector Spdr Tr Indl (XLI)
Global X Fds Cybrscurty Etf (BUG)
Intel Corporation (INTC)
Abbott Laboratories (ABT)
Parker-Hannifin Corporation (PH)
Nuveen Municipal Credit Com Sh Ben Int (NZF)
Merck & Co (MRK)

View all positions for Livelsberger Financial Advisory

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