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Schwab U S Small Cap ETF shares owned by OFS Enterprise

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

Historical chart of OFS Enterprise 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 OFS Enterprise 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 OFS Enterprise

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 52k 29.08

More positions owned by OFS Enterprise

Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Val Etf (IWN)
PNC Financial Services (PNC)

View all positions for OFS Enterprise

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
UBS Group
Advisory Alpha
HPM Partners
CI Private Wealth
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF