Wellington Management Company »

Schwab U S Small Cap ETF shares owned by Wellington Management Company

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

Historical chart of Wellington Management Company 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 Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 646k 27.90

More positions owned by Wellington Management Company

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Wells Fargo & Company (WFC)
Merck & Co (MRK)
UnitedHealth (UNH)
Johnson & Johnson (JNJ)
Sempra Energy (SRE)
JPMorgan Chase & Co. (JPM)

View all positions for Wellington Management Company

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF