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Schwab U S Small Cap ETF shares owned by White & Co Financial Planning

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by White & Co Financial Planning from 13F filings

Historical chart of White & Co Financial Planning investment in Schwab U S Small Cap ETF

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.00118.042469M18.0424695M18.04247M18.0424705M18.042471M697.697k697.6975k697.698k697.6985k697.699k
Value ($)Share countHistorical SCHA position of White & Co … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by White & Co Financial Planning 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 White & Co Financial Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $18M 698k 25.86

More positions owned by White & Co Financial Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr National Mun Etf (MUB)

View all positions for White & Co Financial Planning

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Envestnet Asset Management
Financial Engines Advisors L.L.C
HPM Partners
Creative Planning
Advisory Alpha
UBS Group
Northwestern Mutual Wealth Management Company
Mariner Wealth Advisors
Goldman Sachs Group
HighTower Advisors
LPL Financial
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF