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Schwab U S Small Cap ETF shares owned by NewFocus Financial

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

Historical chart of NewFocus 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 NewFocus 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 NewFocus Financial

Quarter filed Position value Share count Share price at filing
2020-12-31 $1.4M 16k 89.01
2020-09-30 $1.1M 16k 68.31
2020-06-30 $1.1M 17k 65.32
2020-03-31 $1.4M 28k 51.54

More positions owned by NewFocus Financial

Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
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Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Cintas Corporation (CTAS)
Lowe's Companies (LOW)
Cisco Systems (CSCO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for NewFocus Financial

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF