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Schwab U S Small Cap ETF shares owned by Michels Family Financial

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

Historical chart of Michels Family Financial 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 Michels Family Financial 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 Michels Family Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $449k 16k 27.90
2025-06-30 $406k 16k 25.30
2025-03-31 $375k 16k 23.43
2024-12-31 $412k 16k 25.86

More positions owned by Michels Family Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfli High Yld (SPHY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)
Meta Platforms Cl A (META)

View all positions for Michels Family Financial

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF