NBZ Investment Advisors »

Schwab U S Small Cap ETF shares owned by NBZ Investment Advisors

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

Historical chart of NBZ Investment 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 NBZ Investment 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 NBZ Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $122k 4.4k 27.90
2025-06-30 $110k 4.4k 25.30

More positions owned by NBZ Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Tidal Trust I Fundstrat Granny (GRNY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
T Rowe Price Etf Us Equity Resear (TSPA)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Capitol Ser Tr Fairlead Tactica (TACK)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Aim Etf Products Trust Allianzim Us Eq (FEBU)
Ark Etf Tr Innovation Etf (ARKK)
Apple (AAPL)
T Rowe Price Etf Price Blue Chip (TCHP)
NVIDIA Corporation (NVDA)

View all positions for NBZ Investment Advisors

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