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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
2026-06-30 $294k 8.1k 36.13
2025-03-31 $223k 9.5k 23.43
2024-12-31 $269k 10k 25.86
2024-09-30 $268k 5.2k 51.50

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Harbor Etf Trust Harbor Commodity (HGER)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Simplify Exchange Traded Fun Barrier Income (SBAR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ssga Active Etf Tr State Street Mul (RLY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)

View all positions for Private Client Services

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