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Schwab U S Small Cap ETF shares owned by Sierra Summit Advisors

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

Historical chart of Sierra Summit 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 Sierra Summit 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 Sierra Summit Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $328k 6.9k 47.45
2024-03-31 $366k 7.4k 49.24
2023-12-31 $321k 6.8k 47.24

More positions owned by Sierra Summit Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Intuitive Surgical Com New (ISRG)
Palo Alto Networks (PANW)
Meta Platforms Cl A (META)
Boston Scientific Corporation (BSX)
Ishares Tr Russell 2000 Etf (IWM)
Datadog Cl A Com (DDOG)
Icon SHS (ICLR)
MercadoLibre (MELI)
First Solar (FSLR)
Microsoft Corporation (MSFT)
Pfizer (PFE)

View all positions for Sierra Summit Advisors

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF