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

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

Historical chart of Southern 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 Southern 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 Southern Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $2.7M 64k 41.93
2022-12-31 $2.6M 64k 40.51
2022-09-30 $2.9M 70k 41.84
2022-06-30 $2.6M 67k 39.00
2022-03-31 $2.9M 61k 47.36
2021-12-31 $3.1M 30k 102.40
2021-09-30 $5.4M 54k 100.09
2021-06-30 $5.5M 54k 102.21
2021-03-31 $5.3M 53k 99.67
2020-12-31 $4.9M 55k 89.00
2020-09-30 $3.7M 55k 68.32
2020-06-30 $2.7M 42k 65.33
2020-03-31 $1.5M 29k 51.51
2019-12-31 $852k 11k 75.61

More positions owned by Southern Wealth Management

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Schwab Intl Small Cap Etf Intl Sceqt Etf (SCHC)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Vanguard S&p 500 Etf S&p 500 Etf (VOO)
Ishares Msci Emerging Markets Min Vol Factor Etf Min Vol Emrg Mkt (EEMV)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Mcap Vl Idxvip (VOE)
Vanguard Extended Market Etf Extend Mkt Etf (VXF)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Ishares Russell Midcap Value Index Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Minimum Volatility Index Msci Min Vol Etf (USMV)
Ishares Msci Eafe Small Cap Etf Eafe Sml Cp Etf (SCZ)
Vanguard Value Etf Value Etf (VTV)

View all positions for Southern Wealth Management

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
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
UBS Group
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Mariner Wealth Advisors

View all funds holding Schwab U S Small Cap ETF