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Schwab U S Small Cap ETF shares owned by Strategic Investment Solutions

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

Historical chart of Strategic Investment Solutions 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 Investment Solutions 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 Investment Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $983k 19k 51.50
2024-06-30 $620k 12k 51.50
2023-12-31 $940k 20k 47.24
2023-09-30 $44M 994k 44.57
2023-06-30 $617k 15k 40.89
2023-03-31 $635k 15k 41.93
2022-12-31 $697k 15k 46.36

More positions owned by Strategic Investment Solutions

Vanguard Growth Etf Uie (VUG)
Dimensional Us Equity Uie (DFUS)
Dimensional U S Core Uie (DFAC)
Dimensional Us High Uie (DUHP)
Dimensional World Equity Uie (DFAW)
Dimensional U S Targeted Uie (DFAT)
Apple (AAPL)
Dimensional Wld Ex Us Cr Uie (DFAX)
Schwab Us Dividend Uie (SCHD)
Dimensional Us Core Uie (DFAU)
Dimensional Us Small Cap Uie (DFSV)
Dimensional Us Uie (DFUV)
Dimensional Us Sus Core Uie (DFSU)
Dimensnl Ultrashrt Fixed Uie (DUSB)
Dimensional Uie (DFIV)

View all positions for Strategic Investment Solutions

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