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Schwab U S Small Cap ETF shares owned by Heritage Trust

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

Historical chart of Heritage Trust 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 Heritage Trust 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 Heritage Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $424k 8.6k 49.24
2023-12-31 $406k 8.6k 47.24
2023-09-30 $356k 8.6k 41.42
2023-06-30 $377k 8.6k 43.80

More positions owned by Heritage Trust

Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Vanguard Etf-equity (VEA)
Alphabet Common Stock (GOOG)
Abbvie Common Stock (ABBV)
Qualcomm Common Stock (QCOM)
Jpmorgan Chase & Co Common Stock (JPM)
Unitedhealth Group Common Stock (UNH)
Home Depot Common Stock (HD)
SPDR S&P 500 Etf-equity (SPY)
Alphabet Common Stock (GOOGL)
Visa Common Stock (V)
Johnson & Johnson Common Stock (JNJ)
Oracle Corp Common Stock (ORCL)
Walmart Common Stock (WMT)

View all positions for Heritage Trust

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