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Schwab U S Small Cap ETF shares owned by Strategic Advisory Partners

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Strategic Advisory Partners from 13F filings

Historical chart of Strategic Advisory Partners 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 Strategic Advisory Partners 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 Strategic Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $67k 2.3k 29.08

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Select Sector Spdr Tr State Street Con (XLP)
Select Sector Spdr Tr State Street Hea (XLV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Ishares Biotech (IBB)
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Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
Microsoft Corporation (MSFT)

View all positions for Strategic Advisory Partners

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