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Schwab U S Small Cap ETF shares owned by Shone Asset Management

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

Historical chart of Shone Asset 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 Shone Asset 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 Shone Asset Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $338k 3.8k 87.84
2020-09-30 $292k 3.9k 74.11
2020-06-30 $282k 4.1k 68.20
2020-03-31 $241k 4.1k 58.48

More positions owned by Shone Asset Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Flexshares Tr Intl Qltdv Idx (IQDF)
Flexshares Tr Qualt Divd Idx (QDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Flexshares Tr Ready Acc Vari (RAVI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Philip Morris International (PM)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Shone Asset Management

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Bank of America Corporation
Sei Investments
Advisory Alpha
Mercer Global Advisors
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Aurum Wealth Management Group
Envestnet Asset Management
Savant Capital Management
UBS Group
Steele Capital Management
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Small Cap ETF