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Schwab U S Small Cap ETF shares owned by Strategic Equity Management

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

Historical chart of Strategic Equity 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 Strategic Equity 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 Strategic Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 30k 51.50
2024-06-30 $711k 15k 47.45
2024-03-31 $432k 8.8k 49.24

More positions owned by Strategic Equity Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ii Flexible Income (BINC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Eafe Value Etf (EFV)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Strategic Equity Management

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