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Schwab U S Small Cap ETF shares owned by Three Bearings Fiduciary Advisors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Three Bearings Fiduciary Advisors from 13F filings

Historical chart of Three Bearings Fiduciary Advisors 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 Three Bearings Fiduciary Advisors 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 Three Bearings Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6k 57 28.88
2025-12-31 $1.7k 57 29.82

More positions owned by Three Bearings Fiduciary Advisors

Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr MRGSTR SM CP GR (ISCG)
Wisdomtree Tr Us Smallcap Divd (DES)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Msci Eafe Min Vl (EFAV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Intl Sel Div Etf (IDV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Three Bearings Fiduciary Advisors

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