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Schwab U S Small Cap ETF shares owned by West Coast Financial

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

Historical chart of West Coast Financial 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 West Coast Financial 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 West Coast Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $352k 7.2k 49.24
2023-12-31 $243k 5.2k 47.24
2023-09-30 $213k 5.2k 41.42
2023-06-30 $226k 5.2k 43.80

More positions owned by West Coast Financial

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Williams-Sonoma (WSM)
Pepsi (PEP)
Amphenol Corp Cl A (APH)
W.W. Grainger (GWW)
Edwards Lifesciences (EW)
Manhattan Associates (MANH)

View all positions for West Coast Financial

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