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Schwab U S Small Cap ETF shares owned by Selby Wealth Management

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

Historical chart of Selby Wealth Management 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 Selby Wealth Management 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 Selby Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $593k 20k 29.08

More positions owned by Selby Wealth Management

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Pimco Etf Tr Multisector Bd (PYLD)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares U S Etf Tr Short Duration B (NEAR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Procter & Gamble Company (PG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Selby Wealth Management

Top funds holding Schwab U S Small Cap ETF

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

View all funds holding Schwab U S Small Cap ETF