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Schwab U S Small Cap ETF shares owned by Round Rock Advisors

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

Historical chart of Round Rock Advisors 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 Round Rock Advisors 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 Round Rock Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $331k 12k 27.90
2025-06-30 $297k 12k 25.30
2025-03-31 $274k 12k 23.43
2024-12-31 $718k 28k 25.86

More positions owned by Round Rock Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Whitehall Fds High Div Yld (VYM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Select Divid Etf (DVY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Short Durtn Strg (SDSI)

View all positions for Round Rock Advisors

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