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

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

Historical chart of Pathway 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 Pathway 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 Pathway Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $375k 13k 27.90
2025-06-30 $340k 13k 25.30
2018-06-30 $21k 280 75.00
2018-03-31 $19k 280 67.86
2017-12-31 $74k 1.1k 70.08

More positions owned by Pathway Financial Advisors

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Core Msci Emkt (IEMG)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Instl Index Ultra-short Trea (VGUS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Global Mater Etf (MXI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Flexshares Tr Mornstar Upstr (GUNR)

View all positions for Pathway Financial Advisors

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