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Schwab U S Small Cap ETF shares owned by Xulu

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

Historical chart of Xulu 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 Xulu 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 Xulu

Quarter filed Position value Share count Share price at filing
2015-09-30 $1.4M 28k 50.78
2015-06-30 $1.6M 28k 57.69
2015-03-31 $2.0M 35k 57.53
2014-12-31 $886k 16k 55.03

More positions owned by Xulu

Ishares Tr cmn (STIP)
Ishares Inc core msci emkt (IEMG)
iShares Lehman Aggregate Bond (AGG)
iShares S&P 500 Index (IVV)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Sch Fnd Intl Lg Etf (FNDF)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Emerging Markets ETF (VWO)
iShares S&P 500 Value Index (IVE)
iShares MSCI EAFE Value Index (EFV)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard REIT ETF (VNQ)
Schwab Strategic Tr cmn (SCHV)
Schwab Emerging Markets Equity ETF (SCHE)

View all positions for Xulu

Top funds holding Schwab U S Small Cap ETF

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

View all funds holding Schwab U S Small Cap ETF