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Schwab U S Small Cap ETF shares owned by Phillip James Consulting

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

Historical chart of Phillip James Consulting 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 Phillip James Consulting 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 Phillip James Consulting

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.3M 146k 36.12

More positions owned by Phillip James Consulting

Ishares Msci Aust Etf (EWA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
WisdomTree Investments (WT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Harbor Etf Trust Intl Equity Etf (EPIN)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Inf Tech Etf (VGT)
Spdr Index Shs Fds St Port Mark Etf (SPEM)

View all positions for Phillip James Consulting

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