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Schwab U S Small Cap ETF shares owned by Orographic Financial Advisors

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

Historical chart of Orographic Financial 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 Orographic Financial 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 Orographic Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $286k 9.8k 29.04

More positions owned by Orographic Financial Advisors

Apple (AAPL)
Exxon Mobil Corporation (XOM)
TJX Companies (TJX)
Microsoft Corporation (MSFT)
Schwab Strategic Tr us dividend eq (SCHD)
Berkshire Hathaway (BRK.B)
Vanguard Information Technology ETF (VGT)
Cisco Systems (CSCO)
At&t (T)
Howmet Aerospace (HWM)
Chevron Corporation (CVX)
SPDR Gold Trust (GLD)
Kinder Morgan (KMI)
Bristol Myers Squibb (BMY)
Alphabet Inc Class A cs (GOOGL)

View all positions for Orographic Financial Advisors

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Financial Engines Advisors L.L.C
Advisory Alpha
HPM Partners
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF