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Schwab U S Small Cap ETF shares owned by North Forty Two & Co.

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by North Forty Two & Co. from 13F filings

Historical chart of North Forty Two & Co. 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 North Forty Two & Co. 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 North Forty Two & Co.

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 51k 27.90
2025-06-30 $1.3M 51k 25.30
2025-03-31 $1.2M 50k 23.43

More positions owned by North Forty Two & Co.

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
NewMarket Corporation (NEU)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Vanguard World Energy Etf (VDE)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)

View all positions for North Forty Two & Co.

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