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Schwab U S Small Cap ETF shares owned by Vishria Bird Financial Group

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

Historical chart of Vishria Bird Financial Group 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 Vishria Bird Financial Group 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 Vishria Bird Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $401k 16k 25.88
2024-09-30 $399k 7.7k 51.50

More positions owned by Vishria Bird Financial Group

FedEx Corporation (FDX)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Global X Fds Us Infr Dev Etf (PAVE)
Innovator Etfs Trust Equity Def Protn (TJUL)
Blackstone Group Inc Com Cl A (BX)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)

View all positions for Vishria Bird Financial Group

Top funds holding Schwab U S Small Cap ETF

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

View all funds holding Schwab U S Small Cap ETF