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Schwab U S Small Cap ETF shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 276k 27.90
2025-06-30 $7.5M 296k 25.30
2025-03-31 $8.1M 344k 23.43
2024-12-31 $9.1M 353k 25.86
2024-09-30 $9.6M 187k 51.50
2024-06-30 $9.3M 197k 47.45
2024-03-31 $11M 222k 49.24
2023-12-31 $15M 322k 47.24
2023-09-30 $39M 943k 41.42
2023-06-30 $42M 958k 43.80
2023-03-31 $40M 953k 41.93
2022-12-31 $39M 959k 40.51
2022-09-30 $37M 976k 37.80
2022-06-30 $39M 996k 38.99
2022-03-31 $48M 1.0M 47.36
2021-12-31 $51M 500k 102.40
2021-09-30 $49M 494k 100.10
2021-06-30 $50M 483k 104.18
2021-03-31 $47M 475k 99.67
2020-12-31 $42M 470k 89.00
2020-09-30 $32M 474k 68.32
2020-06-30 $29M 436k 65.34
2020-03-31 $22M 421k 51.52
2019-12-31 $30M 400k 75.64
2019-09-30 $27M 393k 69.73
2019-06-30 $28M 386k 71.48
2019-03-31 $26M 376k 69.93
2018-12-31 $21M 350k 60.68
2018-09-30 $27M 351k 76.17
2018-06-30 $25M 344k 73.57
2018-03-31 $23M 336k 69.13
2017-12-31 $23M 332k 69.74
2017-09-30 $22M 326k 67.37
2017-06-30 $18M 281k 63.91
2017-03-31 $17M 276k 62.98
2016-12-31 $17M 278k 61.48
2016-09-30 $4.0M 70k 57.55
2016-06-30 $4.3M 79k 54.00
2016-03-31 $4.8M 92k 52.04
2015-12-31 $5.9M 113k 52.09
2015-09-30 $7.4M 145k 50.79
2015-06-30 $15M 256k 57.48
2015-03-31 $18M 314k 56.52
2014-12-31 $15M 266k 55.12
2014-09-30 $5.0M 98k 51.40
2014-06-30 $3.7M 67k 54.81
2014-03-31 $3.5M 65k 53.60
2013-12-31 $3.7M 71k 52.50
2013-09-30 $2.3M 48k 48.22
2013-06-30 $2.0M 45k 44.00
2013-03-31 $2.8M 66k 42.85
2012-12-31 $2.2M 58k 38.12
2012-09-30 $1.9M 52k 37.42
2012-06-30 $1.4M 38k 35.58

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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