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Schwab U S Small Cap ETF shares owned by McCarley & Cook Financial Planners

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

Historical chart of McCarley & Cook Financial Planners 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 McCarley & Cook Financial Planners 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 McCarley & Cook Financial Planners

Quarter filed Position value Share count Share price at filing
2026-09-30 $33k 1.0k 32.63

More positions owned by McCarley & Cook Financial Planners

iShares Core S&P 500 ETF Etf (IVV)
Vanguard Ftse Developed Markets ETF Etf (VEA)
Dimensional US Core Equity 2 ETF Etf (DFAC)
Avantis U.S. Small Cap Value ETF Etf (AVUV)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Dimensional US Large Cap Value ETF Etf (DFLV)
iShares Core Msci Emerging Markets ETF Etf (IEMG)
Capital Group Core Plus Income Etf Etf (CGCP)
Columbia EM Core Ex-China ETF Etf (XCEM)
Procter And Gamble Stock (PG)
Dimensional International Core Equity 2 ETF Etf (DFIC)
iShares Russell 1000 Growth ETF Etf (IWF)
iShares Russell 1000 Value ETF Etf (IWD)
Dimensional US Targeted Value ETF Etf (DFAT)
Vanguard ESG US Stock ETF Etf (ESGV)

View all positions for McCarley & Cook Financial Planners

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