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Schwab U S Small Cap ETF shares owned by Topsail Wealth Management

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

Historical chart of Topsail 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 Topsail 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 Topsail Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 7.4k 27.90
2025-06-30 $187k 7.4k 25.30
2025-03-31 $174k 7.4k 23.43

More positions owned by Topsail Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Cincinnati Financial Corporation (CINF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Topsail Wealth Management

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF