Rinkey Investments »

Schwab U S Small Cap ETF shares owned by Rinkey Investments

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

Historical chart of Rinkey Investments 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 Rinkey Investments 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 Rinkey Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 148k 27.90
2025-06-30 $3.7M 148k 25.30
2025-03-31 $2.0M 86k 23.43
2021-12-31 $2.0k 23 86.96

More positions owned by Rinkey Investments

Ishares Tr TRS FLT RT BD (TFLO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Rinkey Investments

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