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Schwab U S Small Cap ETF shares owned by Unify Financial Advisors

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

Historical chart of Unify Financial 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 Unify Financial 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 Unify Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $215k 7.6k 28.48

More positions owned by Unify Financial Advisors

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Unify Financial Advisors

Top funds holding Schwab U S Small Cap ETF

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

View all funds holding Schwab U S Small Cap ETF