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Schwab Small-cap Equity shares owned by Game Plan Financial Advisors

Quarter-by-quarter ownership of Schwab Small-cap Equity (SWSCX) shares owned by Game Plan Financial Advisors from 13F filings

Historical chart of Game Plan Financial Advisors investment in Schwab Small-cap Equity

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All positions including Schwab Small-cap Equity held by Game Plan Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Small-cap Equity by Game Plan Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3k 108 21.33
2025-06-30 $2.0k 108 18.94
2025-03-31 $1.9k 108 17.57
2024-12-31 $2.1k 108 19.31
2024-09-30 $2.1k 95 22.33
2024-06-30 $2.0k 94 21.00
2024-03-31 $2.0k 95 20.97
2023-12-31 $1.9k 95 19.99

More positions owned by Game Plan Financial Advisors

Alphabet Inc Class C cs (GOOG)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Us Large Cap Growth Etf Uie (SCHV)
Amazon (AMZN)
Eaton Corp Plc F Fgo (ETN)
Berkshire Hathaway (BRK.B)
Select Str Financial Select Spdr Etf Uie (XLF)
Schwab Us Large Cap Value Etf Uie (SCHX)
Schwab Prime Advantage Money Investor MMN (SWVXX)
Schwab Us Small Cap Etf Uie (SCHA)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
Us Treasury Bill25u S T Bill Due 11/13/25 Bil (Principal)

View all positions for Game Plan Financial Advisors

Top funds holding Schwab Small-cap Equity

Vermillion Wealth Management
Game Plan Financial Advisors

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