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Schwab U S Small Cap ETF shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders 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 RMR Wealth Builders 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 RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 12k 27.90
2025-06-30 $337k 13k 25.30

More positions owned by RMR Wealth Builders

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)

View all positions for RMR Wealth Builders

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