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Schwab U S Small Cap ETF shares owned by Rossby Financial, LCC

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

Historical chart of Rossby Financial, LCC 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 Rossby Financial, LCC 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 Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2026-03-31 $339k 12k 29.35
2025-12-31 $45k 1.6k 28.48
2025-09-30 $35k 1.2k 27.94
2025-06-30 $32k 1.3k 25.30
2025-03-31 $30k 1.3k 22.74

More positions owned by Rossby Financial, LCC

Calvert International Responsible Index Etf Etf (CVIE)
Calvert Us Large-cap Core Responsible Index Etf Etf (CVLC)
Ishares Russell 2500 Etf Etf (SMMD)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Nvidia Corporation Stock (NVDA)
State Street Spdr S&p 500 Etf Etf (SPY)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Vaneck Green Bond Etf Etf (GRNB)
Ishares Silver Trust Etf (SLV)
Vanguard Consumer Staples Etf Etf (VDC)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Growth Etf Etf (VUG)

View all positions for Rossby Financial, LCC

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
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Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Financial Engines Advisors L.L.C
Advisory Alpha
HPM Partners
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF