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

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

Historical chart of VCI 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 VCI 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 VCI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3M 149k 49.24
2023-12-31 $8.4M 179k 47.24

More positions owned by VCI Wealth Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Gold Tr Ishares New (IAU)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Long Muni Etf (MLN)
Fidelity Covington Trust Msci Indl Indx (FIDU)

View all positions for VCI Wealth Management

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF