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

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

Historical chart of Stembrook 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 Stembrook 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 Stembrook Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $232k 8.0k 29.08

More positions owned by Stembrook Asset Management

Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Capital One Financial (COF)
Marathon Petroleum Corp (MPC)
Johnson & Johnson (JNJ)

View all positions for Stembrook Asset Management

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Financial Engines Advisors L.L.C
Advisory Alpha
HPM Partners
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF