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Schwab U S Small Cap ETF shares owned by Taylor & Morgan Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Taylor & Morgan Wealth Management from 13F filings

Historical chart of Taylor & Morgan Wealth 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 Taylor & Morgan Wealth 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 Taylor & Morgan Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 5.9k 36.13

More positions owned by Taylor & Morgan Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust ST STR SP600 SML (SPSM)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)

View all positions for Taylor & Morgan Wealth Management

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