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Schwab U S Small Cap ETF shares owned by Putney Financial Group

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Putney Financial Group from 13F filings

Historical chart of Putney Financial Group investment in Schwab U S Small Cap ETF

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All positions including Schwab U S Small Cap ETF held by Putney Financial Group 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 Putney Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $26k 1.0k 25.30
2025-03-31 $24k 1.0k 23.43
2024-12-31 $26k 1.0k 25.86

More positions owned by Putney Financial Group

Apple Stock (AAPL)
Alphabet Inc Class A Stock (GOOGL)
Amazon.com Stock (AMZN)
Microsoft Stock (MSFT)
Nvidia Corp Stock (NVDA)
Mastercard Stock (MA)
Shopify Inc Cl A Sub Vtg Stock (SHOP)
Taiwan Semiconductor Mfg Adr (TSM)
Arista Networks Stock (ANET)
Visa Stock (V)
Abbvie Stock (ABBV)
General Electric Stock (GE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Intl Business Machines Stock (IBM)
Copart Stock (CPRT)

View all positions for Putney Financial Group

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