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Schwab U S Small Cap ETF shares owned by Midwest Financial Partners Investments

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

Historical chart of Midwest Financial Partners Investments 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 Midwest Financial Partners Investments 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 Midwest Financial Partners Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $241k 6.7k 36.13

More positions owned by Midwest Financial Partners Investments

Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Putnam Etf Trust Frank Minn Etf (FTMN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)
Ark Etf Tr Genomic Rev Etf (ARKG)
Ark Etf Tr Bloc Fin Inn Etf (ARKF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Esg Awr Msci Usa (ESGU)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Ishares Tr Esg Aw Msci Eafe (ESGD)

View all positions for Midwest Financial Partners Investments

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