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Schwab U S Small Cap ETF shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Schwab U S Small Cap ETF

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All positions including Schwab U S Small Cap ETF held by Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 29k 49.24
2023-12-31 $1.3M 28k 47.24
2023-09-30 $1.2M 30k 41.42
2023-06-30 $1.3M 30k 43.80
2023-03-31 $1.2M 30k 41.93
2022-12-31 $1.2M 29k 40.51
2022-09-30 $1.1M 30k 37.79
2022-06-30 $1.2M 32k 38.99
2022-03-31 $1.5M 33k 47.34
2021-12-31 $1.8M 18k 102.39
2021-09-30 $1.8M 18k 100.07
2021-06-30 $2.0M 19k 104.18
2021-03-31 $1.9M 19k 99.66
2020-12-31 $1.7M 19k 89.00
2020-09-30 $1.3M 20k 68.28
2020-06-30 $1.3M 21k 65.31
2020-03-31 $1.3M 25k 51.49
2019-12-31 $2.2M 29k 75.64
2019-09-30 $5.6M 80k 69.72
2019-06-30 $5.5M 76k 71.48
2019-03-31 $5.1M 73k 69.93
2018-12-31 $4.2M 69k 60.67
2018-09-30 $5.0M 66k 76.18
2018-06-30 $5.1M 70k 73.58
2018-03-31 $4.9M 71k 69.14
2017-12-31 $5.0M 72k 69.74
2017-09-30 $4.9M 72k 67.37
2017-06-30 $4.5M 71k 63.90
2017-03-31 $4.3M 68k 62.99
2016-12-31 $4.2M 68k 61.49
2016-09-30 $4.0M 69k 57.55
2016-06-30 $3.7M 68k 54.04
2016-03-31 $3.5M 67k 52.04
2015-12-31 $3.4M 66k 52.09
2015-09-30 $3.6M 70k 50.79
2015-06-30 $3.9M 68k 57.48
2015-03-31 $5.4M 94k 57.58
2014-12-31 $5.5M 99k 55.12
2014-09-30 $4.9M 95k 51.40
2014-06-30 $5.3M 96k 54.81
2014-03-31 $5.4M 101k 53.60
2013-12-31 $5.2M 99k 52.50

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

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