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Schwab U S Small Cap ETF shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $313k 6.6k 47.24

More positions owned by Stone Point Wealth

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
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Terran Orbital Corporation (LLAP)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pepsi (PEP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Stryker Corporation (SYK)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Stone Point Wealth

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF