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Schwab U S Small Cap ETF shares owned by NorthRock Partners

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

Historical chart of NorthRock Partners 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 NorthRock Partners 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 NorthRock Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $618k 13k 49.24
2023-12-31 $750k 16k 47.24
2023-09-30 $1.1M 28k 41.42

More positions owned by NorthRock Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Allegheny Technologies Incorporated (ATI)
NVIDIA Corporation (NVDA)
Mondelez Intl Cl A (MDLZ)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for NorthRock Partners

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