Huber Financial Advisors »

Schwab U S Small Cap ETF shares owned by Huber Financial Advisors

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

Historical chart of Huber Financial Advisors 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 Huber Financial Advisors 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 Huber Financial Advisors

Quarter filed Position value Share count Share price at filing
2020-03-31 $946k 18k 51.51
2019-12-31 $274k 3.6k 75.52
2019-09-30 $292k 4.2k 69.74
2019-06-30 $249k 3.5k 71.53
2019-03-31 $253k 3.6k 69.99
2018-09-30 $205k 2.7k 76.21

More positions owned by Huber Financial Advisors

Vanguard Charlotte Fds intl bd idx etf (BNDX)
wisdomtreetrusdivd.. (DGRW)
Ishares Tr Msci Usa Momentum Factor (MTUM)
First Tr Exchange-traded Fd no amer energy (EMLP)
WisdomTree SmallCap Earnings Fund (EES)
Ishares Tr msci usavalfct (VLUE)
Schwab International Equity ETF (SCHF)
Apple (AAPL)
Wisdomtree Tr brclys us aggr (AGGY)
Vanguard Europe Pacific ETF (VEA)
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE)
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA)
Wisdomtree Tr currncy int eq (DDWM)
Littelfuse (LFUS)
Microsoft Corporation (MSFT)

View all positions for Huber Financial Advisors

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