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Schwab U S Small Cap ETF shares owned by Wiser Advisor Group

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

Historical chart of Wiser Advisor 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 Wiser Advisor 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 Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $990k 21k 47.45
2024-03-31 $1.1M 21k 50.00

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Vanguard Total MF Closed and MF Open (BND)
Amazon Common Stock (AMZN)
Indexiq Iq MF Closed and MF Open (HFXI)
Vanguard Growth MF Closed and MF Open (VUG)
Vanguard Small MF Closed and MF Open (VB)
Alphabet Common Stock (GOOGL)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Microsoft Corp Common Stock (MSFT)
Meta Platforms Common Stock (META)
Schwab Us MF Closed and MF Open (SCHX)
Jpmorgan Chase Common Stock (JPM)

View all positions for Wiser Advisor Group

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF