Medallion Wealth Advisors »

Schwab U S Small Cap ETF shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth 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 Medallion Wealth Advisors 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $361k 12k 29.08
2025-12-31 $335k 12k 28.48
2025-09-30 $352k 13k 27.90
2025-06-30 $339k 13k 25.55
2025-03-31 $357k 15k 23.48
2024-12-31 $385k 15k 25.86

More positions owned by Medallion Wealth Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Series Trust State Street Spd (SPTM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Medallion Wealth Advisors

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Financial Engines Advisors L.L.C
Advisory Alpha
HPM Partners
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF