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Schwab U S Small Cap ETF shares owned by WBI Investments

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

Historical chart of WBI Investments 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 WBI Investments 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 WBI Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $499k 17k 29.08

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Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Financial Engines Advisors L.L.C
Advisory Alpha
HPM Partners
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF