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Schwab U S Small Cap ETF shares owned by Private Client Services

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

Historical chart of Private Client Services 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 Private Client Services 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 Private Client Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $269k 10k 25.86
2024-09-30 $268k 5.2k 51.50

More positions owned by Private Client Services

First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Microsoft Corporation (MSFT)

View all positions for Private Client Services

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