Quotient Wealth Partners »

Schwab U S Small Cap ETF shares owned by Quotient Wealth Partners

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Quotient Wealth Partners from 13F filings

Historical chart of Quotient Wealth Partners 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 Quotient Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 10k 27.90
2025-06-30 $261k 10k 25.30

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ii Flexible Income (BINC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Quotient Wealth Partners

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