Womack Financial »

Schwab U S Small Cap ETF shares owned by Womack Financial

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

Historical chart of Womack 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 Womack Financial 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 Womack Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 209k 27.90
2025-06-30 $4.4M 190k 23.43
2025-03-31 $4.4M 190k 23.43
2024-12-31 $4.8M 185k 25.86

More positions owned by Womack Financial

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ea Series Trust Freedom 100 Em (FRDM)
Capital Southwest Corporation (CSWC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Markel Corporation (MKL)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Fundamental Us S (FNDA)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Womack Financial

Top funds holding Schwab U S Small Cap ETF

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

View all funds holding Schwab U S Small Cap ETF