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Schwab U S Small Cap ETF shares owned by Nwm Advisors

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

Historical chart of Nwm 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 Nwm Advisors 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 Nwm Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2M 182k 28.48

More positions owned by Nwm Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
The Alger Etf Trust Russell Innovati (INVN)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded SHS (QTEC)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Microsoft Corporation (MSFT)
Uber Technologies (UBER)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
The Alger Etf Trust Ai Enablers Adop (ALAI)

View all positions for Nwm Advisors

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