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Schwab U S Small Cap ETF shares owned by ZynergyRetirementPlanning

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

Historical chart of ZynergyRetirementPlanning 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 ZynergyRetirementPlanning 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 ZynergyRetirementPlanning

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 265k 47.45

More positions owned by ZynergyRetirementPlanning

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Home Depot (HD)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for ZynergyRetirementPlanning

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Management
Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
Strategic Financial Concepts
Envestnet Asset Management
Advisory Alpha
HPM Partners
Advisor Group Holdings
UBS Group
Northwestern Mutual Wealth Management Company
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF