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Schwab U S Small Cap ETF shares owned by Perissos Private Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Perissos Private Wealth Management from 13F filings

Historical chart of Perissos Private Wealth Management 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 Perissos Private Wealth Management 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $361k 14k 25.86
2024-09-30 $333k 6.5k 51.50
2024-06-30 $370k 7.8k 47.45

More positions owned by Perissos Private Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackstone Secd Lending Common Stock (BXSL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Global Tech Etf (IXN)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Costco Wholesale Corporation (COST)

View all positions for Perissos Private Wealth Management

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Envestnet Asset Management
Financial Engines Advisors L.L.C
HPM Partners
Creative Planning
Advisory Alpha
UBS Group
Northwestern Mutual Wealth Management Company
Mariner Wealth Advisors
Goldman Sachs Group
HighTower Advisors
LPL Financial
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF