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Schwab U S Small Cap ETF shares owned by Moran Wealth Management

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

Historical chart of Moran Wealth Management 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 Moran Wealth Management 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 Moran Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $597k 21k 28.48
2025-09-30 $375k 13k 27.90

More positions owned by Moran Wealth Management

Broadcom (AVGO)
Parker-Hannifin Corporation (PH)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Trane Technologies SHS (TT)
Progressive Corporation (PGR)
Cadence Design Systems (CDNS)
Garmin SHS (GRMN)
Howmet Aerospace (HWM)
Williams-Sonoma (WSM)
Ameriprise Financial (AMP)
Caterpillar (CAT)
EOG Resources (EOG)
JPMorgan Chase & Co. (JPM)

View all positions for Moran Wealth Management

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
Valpey Financial Services
CI Private Wealth
Mariner Wealth Advisors
LPL Financial
Steele Capital Management

View all funds holding Schwab U S Small Cap ETF