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Schwab U S Small Cap ETF shares owned by APCM Wealth Management for Individuals

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by APCM Wealth Management for Individuals from 13F filings

Historical chart of APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2024-03-31 $77k 1.6k 49.24
2023-12-31 $74k 1.6k 47.24
2023-09-30 $65k 1.6k 41.42
2023-06-30 $69k 1.6k 43.80
2023-03-31 $66k 1.6k 41.93

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Listed Fd Tr Core Alt Fd (CCOR)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares U S Etf Tr Bloomberg Roll (CMDY)

View all positions for APCM Wealth Management for Individuals

Top funds holding Schwab U S Small Cap ETF

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

View all funds holding Schwab U S Small Cap ETF