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Schwab U S Small Cap ETF shares owned by Phil A. Younker & Associates

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Phil A. Younker & Associates from 13F filings

Historical chart of Phil A. Younker & Associates 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 Phil A. Younker & Associates 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 Phil A. Younker & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 87k 27.90
2025-06-30 $1.1M 42k 25.30
2025-03-31 $982k 42k 23.43
2024-12-31 $1.1M 42k 25.86

More positions owned by Phil A. Younker & Associates

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ssga Active Etf Tr Globl Allo Etf (GAL)
Ishares Tr Core 60/40 Balan (AOR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
British Amern Tob Sponsored Adr (BTI)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Phil A. Younker & Associates

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