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Schwab U S Small Cap ETF shares owned by Seven Mile Advisory

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

Historical chart of Seven Mile Advisory 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 Seven Mile Advisory 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 Seven Mile Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $332k 7.0k 47.45
2024-03-31 $443k 9.0k 49.24
2023-12-31 $425k 9.0k 47.24
2023-09-30 $373k 9.0k 41.42
2023-06-30 $394k 9.0k 43.80

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View all positions for Seven Mile Advisory

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Aurum Wealth Management Group
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Moneta Group Investment Advisors
Gemmer Asset Management
LPL Financial

View all funds holding Schwab U S Small Cap ETF