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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
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

Dfa Global Equity I Equity Funds (DGEIX)
Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)
Dfa Global Allocation 25/75 I Equity Funds (DGTSX)
Dimensional U S Targetedvalue Etf Uit Exchange Traded (DFAT)
Vanguard Wellesley Income Admiral Equity Funds (VWIAX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Dimensional Us Marketwide Value Etf Uit Exchange Traded (DFUV)
Berkshire Hathaway Class B Common Stock (BRK.B)
American Funds American Mutual F2 Ntf Equity Funds (AMRFX)
Dimensional U S Core Equity 2 Etf Uit Exchange Traded (DFAC)
Vgrd Stc Etf Dv Uit Exchange Traded (VCSH)
Ishares Core Msci Totl Intl Stck Etf Uit Exchange Traded (IXUS)
Dimensional Us Core Equity Markt Etf Uit Exchange Traded (DFAU)
Dimensional Us High Proftblty Etf Uit Exchange Traded (DUHP)
Dimensional Wld Ex Us Creq 2 Etf Uit Exchange Traded (DFAX)

View all positions for Strategic Investment Solutions

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