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Schwab U S Small Cap ETF shares owned by Vivid Financial Management

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

Historical chart of Vivid Financial 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 Vivid Financial 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 Vivid Financial Management

Quarter filed Position value Share count Share price at filing
2021-12-31 $7.2M 70k 102.40
2021-09-30 $6.0M 60k 100.10
2021-06-30 $6.1M 59k 104.18
2021-03-31 $4.9M 50k 99.67

More positions owned by Vivid Financial Management

Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr U.s. Tech Etf (IYW)
Wisdomtree Tr Em Ex St-owned (XSOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Tr Global Finls Etf (IXG)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Vivid Financial 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
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF