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Schwab U S Small Cap ETF shares owned by Vanguard Capital Wealth Advisors

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

Historical chart of Vanguard Capital Wealth 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 Vanguard Capital Wealth 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 Vanguard Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $686k 13k 51.50

More positions owned by Vanguard Capital Wealth Advisors

Apple (AAPL)
Global X Fds Russell 2000 (RYLD)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
United Rentals (URI)
Ishares Gold Tr Ishares New (IAU)
Meta Platforms Cl A (META)
Micron Technology (MU)
Ishares Silver Tr Ishares (SLV)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
Morgan Stanley Com New (MS)
Netflix (NFLX)

View all positions for Vanguard Capital Wealth Advisors

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF