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Schwab U S Small Cap ETF shares owned by WealthBridge Capital Management

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

Historical chart of WealthBridge Capital 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 WealthBridge Capital 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 WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $222k 6.1k 36.13
2019-03-31 $160k 2.2k 71.59
2018-12-31 $127k 2.1k 60.91

More positions owned by WealthBridge Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Expnd Tec Sc Etf (IGM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for WealthBridge Capital Management

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Creative Planning
UBS Group
Financial Engines Advisors L.L.C
HPM Partners
Advisory Alpha
Mariner Wealth Advisors
Savant Capital Management
Wealth Enhancement Advisory Services
LPL Financial
Steele Capital Management
Jones Financial Companies, L.L

View all funds holding Schwab U S Small Cap ETF