ZynergyRetirementPlanning »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by ZynergyRetirementPlanning

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 572k 27.90
2025-06-30 $14M 567k 25.30
2025-03-31 $14M 531k 25.86
2024-12-31 $14M 266k 51.50
2024-09-30 $14M 266k 51.50
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 Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for ZynergyRetirementPlanning

Top funds holding Schwab U S Small Cap ETF

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

View all funds holding Schwab U S Small Cap ETF