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Schwab U S Small Cap ETF shares owned by Wealth Group

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

Historical chart of Wealth 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 Wealth 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 42k 45.60
2023-12-31 $1.9M 42k 45.60

More positions owned by Wealth Group

Ishares Core S&p500 Etf (IVV)
Ishares Msci Usa Qlt Fct (QUAL)
Ishares Core Total Usd (IUSB)
Pacer Us Cash Cows 100 (COWZ)
Vanguard S&p 500 Etf Shs (VOO)
Vanguard Inf Tech Etf (VGT)
Pacer Developed Mrkt (ICOW)
Ishares Core Div Grwth (DGRO)
Vanguard Extend Mkt Etf (VXF)
Pacer Pacer Us Small (CALF)
Proshares S&p 500 Dv Arist (NOBL)
Ishares Core S&p Mcp Etf (IJH)
Schwab Us Brd Mkt Etf (SCHB)
Invesco S&p500 Pur Gwt (RPG)
Schwab Us Mid-cap Etf (SCHM)

View all positions for Wealth Group

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Empower Advisory Group
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
Envestnet Asset Management
Advisory Alpha
HPM Partners
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF