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Schwab U S Small Cap ETF shares owned by Monetary Solutions

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

Historical chart of Monetary Solutions 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 Monetary Solutions 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 Monetary Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.9M 243k 28.48

More positions owned by Monetary Solutions

Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Floating Rate Bond Etf Etf (FLOT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Apple Stock (AAPL)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Chase & Co Stock (JPM)
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard Small Cap Value Etf Etf (VBR)
Schwab U.s. Large-cap Value Etf Etf (SCHV)
Invesco S&p Midcap Momentum Etf Etf (XMMO)
Abbvie Stock (ABBV)
Vanguard International High Dividend Yield Etf Etf (VYMI)

View all positions for Monetary Solutions

Top funds holding Schwab U S Small Cap ETF

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

View all funds holding Schwab U S Small Cap ETF