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Schwab U S Small Cap ETF shares owned by Retirement Guys Formula

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Retirement Guys Formula from 13F filings

Historical chart of Retirement Guys Formula 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 Retirement Guys Formula 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 Retirement Guys Formula

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.2M 145k 49.24
2023-12-31 $6.6M 139k 47.24
2023-06-30 $6.8M 155k 43.80
2021-12-31 $1.6M 16k 102.39

More positions owned by Retirement Guys Formula

Pacer Fds Tr Swan Sos Fd Of (PSFF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Listed Fd Tr Swan Hedged Eqty (HEGD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Spdr Index Shs Fds Asia Pacif Etf (GMF)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Value Line Divid In SHS (FVD)
Goldman Sachs Physical Gold Unit (AAAU)

View all positions for Retirement Guys Formula

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF